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Latest Issue: 01/01/2010

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1. Q1 2010 Domestic Politics Protectionist Actions Not Yet Cause For Alarm BMI View: The protectionist actions pursued by the Obama administration in thewake of the economic downturn ... (UNAGGREGATED ARTICLE) 2. A Long Road to Economic Recovery Despite our upgraded projections for near-term real GDP growth, we maintain that the US economic recovery will be sluggish going into 2010. (UNAGGREGATED ARTICLE) 3. Easy Policy Will Last A While BMI View: Fiscal and monetary policy is likely to remain stimulative well into 2010 and probably into 2011. While improving economic activity in H110 could ... (UNAGGREGATED ARTICLE) 4. First Phase Of Rebalancing Complete, But More To Come BMI View: As the 'rebalancing act' in the US external accounts continues, we anticipate the average annual current account deficit to come in at 2.0-2.5% ... (UNAGGREGATED ARTICLE) 5. Q1 2010 Introduction The US's accomodative business environment is under threat on several fronts. The deteriorating government budget deficit means that corporate tax increases in the future ... (UNAGGREGATED ARTICLE)
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