Global Markets Update

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Global Economics > Global Markets Update — 21 May, 2012Are Treasuries the real deal?Global Economics > Global Markets Update — 16 May, 2012What next for euro-zone equities?Global Economics > Global Markets Update — 14 May, 2012When will equities triumph over bonds again?Global Economics > Global Markets Update — 10 May, 2012Where is the safe haven demand for gold?Global Economics > Global Markets Update — 09 May, 2012Patience could be a virtue in the UK stock market Global Economics > Global Markets Update — 03 May, 2012Three illustrative scenarios for the price of gold Global Economics > Global Markets Update — 25 Apr, 2012Bank of Japan running out of room to surprise Global Economics > Global Markets Update — 17 Apr, 2012Turn in the US profit cycle looms Global Economics > Global Markets Update — 16 Apr, 2012Weather won't keep US natural gas prices down for long Global Economics > Global Markets Update — 12 Apr, 2012Bunds increasingly vulnerable to erosion of safe haven status

Global Economics > Global Markets Update — 11 Apr, 2012Are markets heading for a repeat of 2011?Global Economics > Global Markets Update — 11 Apr, 2012Are markets heading for a repeat of 2011?Global Economics > Global Markets Update — 14 Mar, 2012New forecasts for bond and stock markets Global Economics > Global Markets Update — 27 Feb, 2012A stronger yen likely to undermine Japan’s stock market Global Economics > Global Markets Update — 21 Feb, 2012New forecasts for the yen Global Economics > Global Markets Update — 16 Feb, 2012Has the US equity risk premium reached a peak?Global Economics > Global Markets Update — 09 Feb, 2012Gilts unimpressed by £50bn more QE, but outlook still rosy Global Economics > Global Markets Update — 06 Feb, 2012Too soon to call the end of the bull market in Treasuries Global Economics > Global Markets Update — 26 Jan, 2012US Treasuries to benefit from more than just Fed policy Global Economics > Global Markets Update — 25 Jan, 2012A deepening liquidity trap would be bad news for equities

Global Economics > Global Markets Update — 11 Jan, 2012What next for the euro?Global Economics > Global Markets Update — 09 Jan, 2012US stock market at risk from the earnings cycle Global Economics > Global Markets Update — 04 Jan, 2012How much difference will the Fed's rate forecasts make?Global Economics > Global Markets Update — 20 Dec, 20112012 should be another disappointing year for US equities Global Economics > Global Markets Update — 20 Dec, 2011Two painful lessons for commodity investors from 2011 Global Economics > Global Markets Update — 06 Dec, 2011Bond market implications of future economic divergence Global Economics > Global Markets Update — 05 Dec, 2011The future still looks bright for US Treasuries Global Economics > Global Markets Update — 30 Nov, 2011New market forecasts - the fall-out from an EMU break-up Global Economics > Global Markets Update — 24 Nov, 2011Catch-22 for German Bunds Global Economics > Global Markets Update — 21 Nov, 2011Worse to come for “core” euro-zone bonds?

Global Economics > Global Markets Update — 16 Nov, 2011What to make of Greece’s bigger “haircut”Global Economics > Global Markets Update — 10 Nov, 2011Growing stresses in the banking system Global Economics > Global Markets Update — 08 Nov, 2011Labour's share of income and the outlook for US equities Global Economics > Global Markets Update — 01 Nov, 2011Renewed yen strength to keep Japan’s stock market weak Global Economics > Global Markets Update — 28 Oct, 2011Chinese whispers alone won't save the euro Global Economics > Global Markets Update — 26 Oct, 2011Yen to strengthen to 60 against the dollar Global Economics > Global Markets Update — 17 Oct, 2011US corporate earnings and the outlook for the stock market Global Economics > Global Markets Update — 13 Oct, 2011US government bonds still fundamentally sound Global Economics > Global Markets Update — 11 Oct, 2011Euro still likely to slide further Global Economics > Global Markets Update — 29 Sep, 2011Back to the barber?

Global Economics > Global Markets Update — 27 Sep, 2011Just how safe is the yen?Global Economics > Global Markets Update — 26 Sep, 2011Gold’s remaining pillars still strong Global Economics > Global Markets Update — 21 Sep, 2011Corporate bonds vs. corporate equities Global Economics > Global Markets Update — 21 Sep, 2011The big picture on emerging market currencies Global Economics > Global Markets Update — 20 Sep, 2011The intangible aspect of stock market valuation Global Economics > Global Markets Update — 16 Sep, 2011How stressed out is the euro-zone banking sector?Global Economics > Global Markets Update — 13 Sep, 2011New market forecasts – even lower Treasury yields ahead Global Economics > Global Markets Update — 23 Aug, 2011What would QE3 mean for the markets?Global Economics > Global Markets Update — 19 Aug, 2011TIPS close to a tipping point?Global Economics > Global Markets Update — 17 Aug, 2011Does rising credit risk pose a threat to Bunds?

Global Economics > Global Markets Update — 11 Aug, 2011What next for emerging market markets?Global Economics > Global Markets Update — 10 Aug, 2011Prospects for the other major developed stock markets Global Economics > Global Markets Update — 10 Aug, 2011US Treasury yields could fall even further Global Economics > Global Markets Update — 09 Aug, 2011How much further could the US stock market fall?Global Economics > Global Markets Update — 05 Aug, 2011Loss of US AAA rating shouldn't be a complete disaster Global Economics > Global Markets Update — 29 Jul, 2011Essential points on the US debt crisis Global Economics > Global Markets Update — 28 Jul, 2011What would a US downgrade mean for the dollar?Global Economics > Global Markets Update — 25 Jul, 2011What if the US defaults?Global Economics > Global Markets Update — 22 Jul, 2011What if the US loses its AAA rating?Global Economics > Global Markets Update — 19 Jul, 2011What next for the Swiss franc?

Global Economics > Global Markets Update — 14 Jul, 2011Would a US sovereign credit downgrade rattle Treasuries?Global Economics > Global Markets Update — 13 Jul, 2011Are the best days for German Bunds behind us?Global Economics > Global Markets Update — 30 Jun, 2011US stock market rally unlikely to last Global Economics > Global Markets Update — 27 Jun, 2011Can China solve the euro-zone’s problems?Global Economics > Global Markets Update — 22 Jun, 2011Would Chinese reserve diversification hurt the dollar?Global Economics > Global Markets Update — 15 Jun, 2011New forecasts for the US dollar Global Economics > Global Markets Update — 06 Jun, 2011What next for Japan's stock market?Global Economics > Global Markets Update — 02 Jun, 2011Plenty of life left in the Treasury market rally Global Economics > Global Markets Update — 26 May, 2011How long is healthy profit growth likely to last?Global Economics > Global Markets Update — 11 May, 2011Yen likely to weaken sharply again

Global Economics > Global Markets Update — 10 May, 2011Treasuries – who will fill the void left by the Fed?Global Economics > Global Markets Update — 09 May, 2011Profits of doom Global Economics > Global Markets Update — 06 May, 2011Inflation fears to fade as commodity prices slide Global Economics > Global Markets Update — 18 Apr, 2011Hard to argue with negative outlook on US AAA credit rating Global Economics > Global Markets Update — 12 Apr, 2011End of QE2 may not be a big deal for emerging markets Global Economics > Global Markets Update — 11 Apr, 2011Silver to follow gold to all-time high Global Economics > Global Markets Update — 29 Mar, 2011What will the end of QE2 mean for Treasuries?Global Economics > Global Markets Update — 22 Mar, 2011How attractively valued is Japan's equity market?Global Economics > Global Markets Update — 17 Mar, 2011Tokyo calling Global Economics > Global Markets Update — 14 Mar, 2011US companies still building up their cash piles

Global Economics > Global Markets Update — 14 Mar, 2011How will Japan's disaster affect the rest of the world?Global Economics > Global Markets Update — 08 Mar, 2011Better days should lie ahead for EM equities Global Economics > Global Markets Update — 24 Feb, 2011Have oil prices already overshot?Global Economics > Global Markets Update — 21 Feb, 2011What does the Libyan crisis mean for oil prices?Global Economics > Global Markets Update — 14 Feb, 2011What should we make of surging share buy-backs?Global Economics > Global Markets Update — 02 Feb, 2011Crisis in Egypt could keep food prices higher for longer Global Economics > Global Markets Update — 26 Jan, 2011Recent weakness in gold price unlikely to be sustained Global Economics > Global Markets Update — 13 Jan, 2011Our big calls for 2011 (and beyond)Global Economics > Global Markets Update — 12 Jan, 2011Gilts should have a better second half of the year Global Economics > Global Markets Update — 10 Jan, 2011"Currency war" still phoney but China tensions spreading

Global Economics > Global Markets Update — 06 Jan, 2011Can China save the euro?Global Economics > Global Markets Update — 04 Jan, 2011How useful is nominal GDP as a guide to bond yields?Global Economics > Global Markets Update — 20 Dec, 2010Gold price forecast raised to $2,000 Global Economics > Global Markets Update — 15 Dec, 2010Chinese demand won't support commodity prices for ever Global Economics > Global Markets Update — 14 Dec, 20102011 looks less promising for the US equity market Global Economics > Global Markets Update — 13 Dec, 2010Is this is the beginning of the end for low US yields?Global Economics > Global Markets Update — 09 Dec, 2010Are Treasuries overvalued compared to US equities?Global Economics > Global Markets Update — 08 Dec, 2010Market implications of more US fiscal stimulus Global Economics > Global Markets Update — 07 Dec, 2010Will common euro-zone bond issuance see the light of day?Global Economics > Global Markets Update — 23 Nov, 2010Should the world care about Ireland?

Global Economics > Global Markets Update — 18 Nov, 2010Yen to fall further against the dollar Global Economics > Global Markets Update — 15 Nov, 2010Is the Fed's QE2 already high and dry?Global Economics > Global Markets Update — 11 Nov, 2010Has the US already begun a “currency war”?Global Economics > Global Markets Update — 11 Nov, 2010Firms' high ROE does not justify a re-rating of US equities Global Economics > Global Markets Update — 10 Nov, 2010Is the tide turning against the euro?Global Economics > Global Markets Update — 04 Nov, 2010QE2 is no panacea for the US stock market Global Economics > Global Markets Update — 29 Oct, 2010Will QE continue to undermine the dollar?Global Economics > Global Markets Update — 27 Oct, 2010Oil prices to drop to $60pb in 2011 Global Economics > Global Markets Update — 21 Oct, 2010What will the weaker dollar do for US corporate profits?Global Economics > Global Markets Update — 14 Oct, 2010Commodity super-cycle, or bubble?

Global Economics > Global Markets Update — 13 Oct, 2010Getting to grips with TIPS Global Economics > Global Markets Update — 07 Oct, 2010Bubble trouble?Global Economics > Global Markets Update — 30 Sep, 2010Just how significant is yen intervention?Global Economics > Global Markets Update — 23 Sep, 2010A change of view on gold Global Economics > Global Markets Update — 20 Sep, 2010What does pay-out policy imply for the US equity market?Global Economics > Global Markets Update — 15 Sep, 2010Yen to weaken regardless of intervention Global Economics > Global Markets Update — 09 Sep, 2010The euro’s troubles are far from over Global Economics > Global Markets Update — 02 Sep, 2010Outperformance of emerging equities looks here to stay Global Economics > Global Markets Update — 31 Aug, 2010US profit margins should get squeezed soon Global Economics > Global Markets Update — 20 Aug, 2010No bubble yet in government bonds

Global Economics > Global Markets Update — 06 Aug, 2010Are TIPS close to a tipping point?Global Economics > Global Markets Update — 30 Jul, 2010An update on the valuation of the UK stock market Global Economics > Global Markets Update — 28 Jul, 2010How much do seasonal factors drive gold?Global Economics > Global Markets Update — 21 Jul, 2010Gold market needs some fresh impetus soon Global Economics > Global Markets Update — 13 Jul, 2010What can the money supply tell us about gold prices?Global Economics > Global Markets Update — 12 Jul, 2010What next for the yen?Global Economics > Global Markets Update — 08 Jul, 2010Is the worst over for the US stock market?Global Economics > Global Markets Update — 07 Jul, 2010How much use is the Baltic index?Global Economics > Global Markets Update — 24 Jun, 2010A rosy outlook for gilts Global Economics > Global Markets Update — 23 Jun, 2010How long can Japanese yields defy fiscal concerns?

Global Economics > Global Markets Update — 21 Jun, 2010Pace of renminbi appreciation set to disappoint Global Economics > Global Markets Update — 18 Jun, 2010Japan’s equity market should not underperform for long Global Economics > Global Markets Update — 16 Jun, 2010Is the euro out of the woods?Global Economics > Global Markets Update — 11 Jun, 2010Shrinking corporate savings – a worry for Treasuries?Global Economics > Global Markets Update — 03 Jun, 2010What next for sterling?Global Economics > Global Markets Update — 27 May, 2010US profit growth should continue to slow Global Economics > Global Markets Update — 27 May, 2010Are UK equities attractive relative to gilts?Global Economics > Global Markets Update — 25 May, 2010Will the rally in US Treasuries run out of steam?Global Economics > Global Markets Update — 21 May, 2010Liquidity is important, but it is not the be all and end all Global Economics > Global Markets Update — 20 May, 2010What next for commodities?

Global Economics > Global Markets Update — 17 May, 2010New market forecasts – an even stronger dollar ahead Global Economics > Global Markets Update — 13 May, 2010Would QE be so bad for the euro?Global Economics > Global Markets Update — 12 May, 2010Japan still a crisis in waiting Global Economics > Global Markets Update — 11 May, 2010What next for gold?Global Economics > Global Markets Update — 07 May, 2010Bunds should benefit from monetary anti-freeze Global Economics > Global Markets Update — 05 May, 2010How will sterling markets fare after the election?Global Economics > Global Markets Update — 13 Apr, 2010Margins look stretched Global Economics > Global Markets Update — 04 Apr, 2010US Treasury may only be delaying the inevitable Global Economics > Global Markets Update — 31 Mar, 2010Is the new pricing system for iron ore such a big deal?Global Economics > Global Markets Update — 29 Mar, 2010A saving grace for the Treasury market

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