Our latest macroeconomic insights Asset Allocation Update What would a policy shift do for China’s markets? The outlook for China’s economy has deteriorated recently, but it still doesn’t look like the PBOC will ease policy much in response. We suspect that if the central bank were to have a change of heart... 16th September 2022 · 5 mins read Global Markets Update What are UK OIS really telling us about future BoE policy? Even more caution than usual should be exercised when using UK overnight indexed swap rates to infer the expected path of Bank Rate over the next couple of years. This is because they have risen by... 15th September 2022 · 5 mins read Global Economics Focus When will tourism recover from the pandemic? The post-pandemic recovery in travel and tourism still has some way to go in parts of the world that have been slower to lift restrictions, such as in Asia. And China’s reluctance to move away from... 15th September 2022 · 15 mins read Asset Allocation Update What moves in oil prices might mean for markets The recent decline in oil prices has weighed on some equity market indices and come alongside a decline in US inflation compensation, but we don’t think those moves will unwind much even if, as we... 15th September 2022 · 4 mins read Pagination Previous … Page 111 Page 112 Page 113 Page 114 Current page 115 Page 116 Page 117 Page 118 Page 119 … Next
Asset Allocation Update What would a policy shift do for China’s markets? The outlook for China’s economy has deteriorated recently, but it still doesn’t look like the PBOC will ease policy much in response. We suspect that if the central bank were to have a change of heart... 16th September 2022 · 5 mins read
Global Markets Update What are UK OIS really telling us about future BoE policy? Even more caution than usual should be exercised when using UK overnight indexed swap rates to infer the expected path of Bank Rate over the next couple of years. This is because they have risen by... 15th September 2022 · 5 mins read
Global Economics Focus When will tourism recover from the pandemic? The post-pandemic recovery in travel and tourism still has some way to go in parts of the world that have been slower to lift restrictions, such as in Asia. And China’s reluctance to move away from... 15th September 2022 · 15 mins read
Asset Allocation Update What moves in oil prices might mean for markets The recent decline in oil prices has weighed on some equity market indices and come alongside a decline in US inflation compensation, but we don’t think those moves will unwind much even if, as we... 15th September 2022 · 4 mins read
