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Global economic outlook - 1st quarter 2010

After the recovery: New issues emerge

GEOWhile a global recovery is already underway in many economies, there is considerable uncertainty on what happens next. The first Global Economic Outlook of the new decade looks at the near-term outlook for the world’s major economies, while analyzing some of the important issues attracting attention of investors and business leaders in 2010.

In Issue Q1, we look at the future of the dollar: it’s likely path, the impact of government policy on the dollar, the impact of the dollar on inflation, and the future of the dollar as a reserve currency. We also focus on gold and analyze the current surge in its price—likely being driven by concerns about the U.S. dollar, central bank acquisition of gold, the rise of gold exchange traded funds, and increased demand for gold by the rising middle classes of China and India.

In addition, we explore the changing role of the emerging nations of Asia. While they have recovered quickly and more strongly than the developed nations, they have clearly not de-coupled from those countries. Finally, we provide forecasts for the economies of the United States, United Kingdom, Eurozone, China, India, Japan, and Brazil.

For more information, download the PDF report below.

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