Sovereign risk takes centre stage again but this time there is less contagion: the US and emerging economies find refuge in a more favourable cyclical position.
May 16, 2012
Increasingly stable macro fundamentals, the agreement to unlock the Greek bailout and the liquidity framework that the main central banks have continued to build have helped ease pressure on the bulk of financial variables.
Apr 18, 2012
Improving cyclical momentum and an environment of abundant liquidity created by the main central banks are the mainstays of the bright start to the year for risk assets.
Mar 21, 2012
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