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Global Markets Focus

Periodic “think pieces” typically looking at the outlook for a financial asset or asset class in more depth.

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Julian Jessop John Higgins Andrew Kenningham
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Articles
Global Economics > Global Markets Focus — Future monetary tightening and the prospects for TreasuriesGlobal Economics > Global Markets Focus — Increasing intangible investment – implications for equity pricesGlobal Economics > Global Markets Focus — The market fall-out from a Greek default and possible EMU exitGlobal Economics > Global Markets Focus — A mid-year review of our big callsGlobal Economics > Global Markets Focus — Will emerging markets outperform again?Global Economics > Global Markets Focus — Treasury yields have further to fallGlobal Economics > Global Markets Focus — US municipal bonds - the next domino to fall?Global Economics > Global Markets Focus — What is the outlook for S&P 500 earnings?Global Economics > Global Markets Focus — Gold prices to fall back to $900/oz by year-endGlobal Economics > Global Markets Focus — Are markets simply riding a wave of central bank liquidity?
Global Economics > Global Markets Focus — Gold – a new bull market or a bubble about to burst?Global Economics > Global Markets Focus — How should we forecast the US stock market?Global Economics > Global Markets Focus — What does QE mean for government bonds?Global Economics > Global Markets Focus — What impact has speculation had on commodity prices?Global Economics > Global Markets Focus — Real yields in a world of deflationGlobal Economics > Global Markets Focus — How much has speculation driven commodity prices?Global Economics > Global Markets Focus — What does history tell us about the outlook for US equities?Global Economics > Global Markets Focus — Commodity prices have much further to fallGlobal Economics > Global Markets Focus — The market implications of the US bank bailoutGlobal Economics > Global Markets Focus — How commodity index funds affect the price of commodities
Global Economics > Global Markets Focus — Can speculation drive up oil prices without a rise in inventories?Global Economics > Global Markets Focus — Oil fundamentals will bring prices back down to earthGlobal Economics > Global Markets Focus — US corporate profits to fall sharply in 2008
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