July 2009


Some of the key themes prevailing over the past month since our last publication include a resurgence of risk aversion, increased conjecture over U.S. dollar diversification and a general reassessment of asset prices to more closely align with the prevailing economic reality.

Continued here:
Global Markets: From Stablization to Re-evaluation - Financial Markets Wake Up

Currency movements in the past month are suggesting doubt about whether the global economy is on a smooth glide path to recovery, the view that many participants had seemed to hold.

Read the original here:
International Financial Outlook July, 2009

The global economy remains in rough shape with data on second quarter activity showing some improvement but not enough to signal the end of the recession.

Read the original post:
Financial Markets Monthly - July 2009

As we head into the heart of the summer, markets seem to be taking a breather, with lighter trading volume, stocks and commodities holding onto recent gains (including the best quarterly gains in the stock market in 20 years), treasury yields edging off of recent highs, and currency trading bands…

See the original post:
July Monthly Forecast: "The New Normal"