Insight
Macroeconomic update: Strong US dollar, weak commodities, subdued global growth
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Falling commodity prices and divergent monetary policies are resulting in huge swings in exchange rates. Such swings have far reaching effects – amplifying inflation or deflation, changing competitiveness, and playing havoc with debt markets. Will shifting exchange rates help to address imbalances in the global economy, or will they lead to the next crisis?
Table of contents
- USA: the dangers of a strong dollar
- Europe: finally a reason to be positive?
- Japan faces deflation once again
- China: all eyes on government policy
- India turning over a new leaf?
- Latin America: don't look down
- Conclusion
Tables and charts
This report includes the following images and tables:
- US goods trade deficit
- European composite PMIs: new business activity
- China's key growth targets
- GDP growth outlook for Latin America has deteriorated
What's included
This report contains:
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