Our latest macroeconomic insights Global Markets Update We still think recession will derail the equity rally We’re sticking with our view that the equity market rally will go into reverse as the world economy slips into a recession. 14th November 2022 · 3 mins read Asset Allocation Update Is China’s stock market relatively appealing? The news that the authorities in China plan to “optimise” their response to the pandemic while not abandoning their zero-COVID policy has coincided with a surge in its stock market. There is still a... 11th November 2022 · 6 mins read Global Markets Update Yield curve control pressure may ease further We don’t expect the 10-year JGB yield to rise above the top of the Bank of Japan’s tolerance band, and think it may even fall back to the middle of that band next year as yields continue to decline... 11th November 2022 · 4 mins read Global Markets Update We don’t expect China’s stock market recovery to last China’s equities have received a boost recently from speculation that the country will ease its strict zero-COVID policy, but we don’t think this marks the start of a more sustained rally; we forecast... 10th November 2022 · 5 mins read Pagination Previous … Page 104 Page 105 Page 106 Page 107 Current page 108 Page 109 Page 110 Page 111 Page 112 … Next
Global Markets Update We still think recession will derail the equity rally We’re sticking with our view that the equity market rally will go into reverse as the world economy slips into a recession. 14th November 2022 · 3 mins read
Asset Allocation Update Is China’s stock market relatively appealing? The news that the authorities in China plan to “optimise” their response to the pandemic while not abandoning their zero-COVID policy has coincided with a surge in its stock market. There is still a... 11th November 2022 · 6 mins read
Global Markets Update Yield curve control pressure may ease further We don’t expect the 10-year JGB yield to rise above the top of the Bank of Japan’s tolerance band, and think it may even fall back to the middle of that band next year as yields continue to decline... 11th November 2022 · 4 mins read
Global Markets Update We don’t expect China’s stock market recovery to last China’s equities have received a boost recently from speculation that the country will ease its strict zero-COVID policy, but we don’t think this marks the start of a more sustained rally; we forecast... 10th November 2022 · 5 mins read
