Thank you! We have received your request. A member of our team will be in touch shortly to set up your complimentary access. You may also like Equities Update The S&P 500 in 2025: a five-figure fantasy? While our bullish year-end forecast of 7,000 for the S&P 500 assumes the index’s absolute valuation will approach its dotcom-era peak, that forecast is comparatively conservative based on relative... 20th February 2025 · 5 mins read Capital Daily We think moves in DM yields may diverge before long Although long-term government bond yields in developed markets (DM) have moved in tandem with those of US Treasuries in recent months, we think they will diverge in the coming months. 19th February 2025 · 4 mins read Bonds Update Trump’s tariffs a headwind for EM debt We doubt that Donald Trump’s reciprocal tariff threat, nor his broader protectionist agenda, are priced in markets fully. We expect US Treasury yields and the dollar to edge up as these tariffs come... 18th February 2025 · 4 mins read Bonds Update Rising Treasury term premia and the stock-bond correlation Our base case is that Treasury term premia – and yields – rise only a little further. But we think disruptive US trade policy, among other things, poses a threat to that view and, relatedly, to... 14th February 2025 · 5 mins read Pagination Previous … Page 52 Page 53 Page 54 Page 55 Current page 56 Page 57 Page 58 Page 59 Page 60 … Next
Equities Update The S&P 500 in 2025: a five-figure fantasy? While our bullish year-end forecast of 7,000 for the S&P 500 assumes the index’s absolute valuation will approach its dotcom-era peak, that forecast is comparatively conservative based on relative... 20th February 2025 · 5 mins read
Capital Daily We think moves in DM yields may diverge before long Although long-term government bond yields in developed markets (DM) have moved in tandem with those of US Treasuries in recent months, we think they will diverge in the coming months. 19th February 2025 · 4 mins read
Bonds Update Trump’s tariffs a headwind for EM debt We doubt that Donald Trump’s reciprocal tariff threat, nor his broader protectionist agenda, are priced in markets fully. We expect US Treasury yields and the dollar to edge up as these tariffs come... 18th February 2025 · 4 mins read
Bonds Update Rising Treasury term premia and the stock-bond correlation Our base case is that Treasury term premia – and yields – rise only a little further. But we think disruptive US trade policy, among other things, poses a threat to that view and, relatedly, to... 14th February 2025 · 5 mins read
