Our latest macroeconomic insights Global Markets Update The implications of the energy price cap for UK markets Notwithstanding the big policy announcements in the UK this week, we still think that the pound and the UK stock market will struggle over the rest of this year, but expect 10-year Gilts to rally. In... 9th September 2022 · 5 mins read Global Markets Update Are markets really braced for further volatility? Despite the rise in volatility lately, compensation for risk across several major asset classes still seems quite low relative to history. That means, in our view, that if volatility were to remain... 9th September 2022 · 6 mins read Global Markets Update We expect Brazil’s financial markets to struggle We think a combination of domestic and external factors will push up risk premia in Brazil over the rest of this year. This informs our forecasts that the real will weaken and the country’s bonds will... 8th September 2022 · 4 mins read Global Economics Focus What has happened to the Phillips curve? Hopes that policymakers can engineer a soft landing rest heavily on the belief that wage growth can be tamed without a surge in unemployment. This ‘Phillips curve’ relationship has changed recently... 6th September 2022 · 27 mins read Pagination Previous … Page 112 Page 113 Page 114 Page 115 Current page 116 Page 117 Page 118 Page 119 Page 120 … Next
Global Markets Update The implications of the energy price cap for UK markets Notwithstanding the big policy announcements in the UK this week, we still think that the pound and the UK stock market will struggle over the rest of this year, but expect 10-year Gilts to rally. In... 9th September 2022 · 5 mins read
Global Markets Update Are markets really braced for further volatility? Despite the rise in volatility lately, compensation for risk across several major asset classes still seems quite low relative to history. That means, in our view, that if volatility were to remain... 9th September 2022 · 6 mins read
Global Markets Update We expect Brazil’s financial markets to struggle We think a combination of domestic and external factors will push up risk premia in Brazil over the rest of this year. This informs our forecasts that the real will weaken and the country’s bonds will... 8th September 2022 · 4 mins read
Global Economics Focus What has happened to the Phillips curve? Hopes that policymakers can engineer a soft landing rest heavily on the belief that wage growth can be tamed without a surge in unemployment. This ‘Phillips curve’ relationship has changed recently... 6th September 2022 · 27 mins read
