The items listed below represent potential emerging issues that our analysts are tracking. These can be long term or short term, but will be updated daily. If an item on our Watch List becomes critical, we will email you a full analysis explaining its significance.
Each Saturday, we will follow up our daily Watch List for each week with our conclusions on these issues.
U.S.: The echoes from the collapse of U.S. stock prices are being heard around the world. This isn’t completely surprising. At some point, a U.S. recession is inevitable. Rarely has the country gone this long without one. It’s just a matter of timing. So the most important thing to figure out is whether the events of Feb. 5 were a momentary correction or the start of something bigger. Either way, we need to figure out how it will affect places like Europe, Russia and China. After all, the United States is still the world’s engine of consumption, and problems there tend to spread elsewhere. Our next step