Markets, economy, stocks, growth, global, fixed income, international, asset classes
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
Vincent Juvyns, Global Market Strategist, gives us the latest update on the French Presidential Elections and impact this has on investors.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
2011 estimates and the thinking behind the numbers. Executive summary
What investors should consider
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding