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Double Dip for Europe and U.S. is a Coin TossStandish's Global Market Strategist Tom Higgins believes there is a 50% probability of recession in the U.S. and Europe, calling Europe's piecemeal approach to the sovereign debt crisis the greatest systemic risk to the global economy. Author: Thomas Higgins
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Fiscal Cliff Effects Will Slow U.S. Growth But Avoid Plunge Into RecessionStandish Global Macro Strategist Tom Higgins expects political compromise on the U.S. fiscal cliff will slow growth in 2013 but avert pushing the economy into recession. Author: Thomas Higgins
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Somber International Banking Conference Focuses on Downside Risks to Global EconomyStandish Global Macro Strategist Tom Higgins summarizes the views of leading international bankers and policymakers at a recent meeting discussing Eurozone debt and downside risks to global growth. Author: Thomas Higgins
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Weighing Possible Outcomes for Eurozone Debt ProblemsAs the risk of a Greek default rises, Standish's Tom Higgins draws various scenarios for the eurozone, along with their potential economic and market consequences Author: Thomas Higgins
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Concerted Monetary Easing Increases Global Economy's Resilience to ShocksStandish Chief Economist Tom Higgins looks at the rally in global capital markets since the start of the year and points to the concerted monetary easing of the major central banks as an important factor. Author: Thomas Higgins
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Decoding the Currency War Rhetoric Amid Unconventional Monetary PolicyStandish takes a closer look at recent currency war rhetoric and argues againt the idea that the primary intention of uncoventional monetary policies in most developed markets today is to weaken their currencies. Authors: Thomas Higgins, Federico Garcia Zamora
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Standish Outlook: Policy Hits or Misses to Drive Global Bond Markets in 2013Standish Global Macro Strategist Tom Higgins looks at the macroeconomic prospects for global bonds and expects that political and policy uncertainty will continue to weigh on bond investors in 2013, with emerging markets continuing to fare better than developed markets. Author: Thomas Higgins
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Eurozone Solvency Concerns Abate As ECB Buys More TimeStandish says the European Central Bank's recently announced bond purchasing program won't solve structural issues but provides breathing room to work out a roadmap for eventual banking and fiscal union. Author: Thomas Higgins
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Safe Haven Government Bond Investors Lulled into a False Sense of Security?Standish Global Macro Strategist Tom Higgins worries investors have been lulled into a false sense of security by safe haven government bond markets, cautioning that there could be a back up in US Treasury yields if stresses in financial markets begin to ease. Author: Thomas Higgins
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Greek Deja Vu All Over AgainStandish Global Macro Strategist Tom Higgins says the risks of an eventual Greek exit from the eurozone have increased, but that the global economy is better positioned now to weather an exit, and that the recent volatility created by renewed Greek uncertainty could create buying opportunities for active managers. Author: Thomas Higgins
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