Wednesday, December 21, 2011
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GLOBAL OUTLOOK 2012
Markets Outlook: Why doomsday prophecies for 2012 are wrong
Analysis by Ned Davis Research suggests that apocalyptic predictions about financial markets in 2012 are unjustified. Eurozone Europe will lag but much of the rest of the world can expect a pick-up
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Economic outlook: Beware of demographic risks
One of the biggest drivers of global growth is demographics. These should continue to push emerging economies forward over the coming years, while weighing heavily on the public finances of already stressed developed government finances
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US outlook: The perils of a fiscal mess
The US is part of an elite of highly indebted developed nations. Bond vigilantes have attacked some of the eurozone states but have largely ignored the US. As the eurozone sovereign debt crisis resolves itself, the US fiscal position will attract more scrutiny.
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