Our latest macroeconomic insights Asia Economics Focus The economic consequences of an attack on Taiwan China’s leadership has options other than invasion to coerce Taiwan to submit to its political control. The immediate economic and financial ramifications would differ in each case. But any scenario... 2nd August 2022 · 23 mins read Global Markets Update A brighter outlook for EM local currency bonds We continue to expect the yields of 10-year emerging market (EM) local currency (LC) sovereign bonds to rise over the rest of 2022. But we anticipate smaller rises than we did previously, given our... 1st August 2022 · 2 mins read Global Markets Update Reassessing our forecasts for US markets We still expect a higher 10-year Treasury yield, lower S&P 500 and stronger US dollar over the remainder of the year, but have pared back our forecasts for the rise in yields and fall in equities. In... 29th July 2022 · 6 mins read Asset Allocation S&P 500’s valuation points to mediocre long-term returns US equities have plunged this year, but the S&P 500’s valuation remains a long way from looking low on most measures, including Shiller’s CAPE. This is a key reason why we expect the returns from US... 25th July 2022 · 5 mins read Pagination Previous … Page 116 Page 117 Page 118 Page 119 Current page 120 Page 121 Page 122 Page 123 Page 124 … Next
Asia Economics Focus The economic consequences of an attack on Taiwan China’s leadership has options other than invasion to coerce Taiwan to submit to its political control. The immediate economic and financial ramifications would differ in each case. But any scenario... 2nd August 2022 · 23 mins read
Global Markets Update A brighter outlook for EM local currency bonds We continue to expect the yields of 10-year emerging market (EM) local currency (LC) sovereign bonds to rise over the rest of 2022. But we anticipate smaller rises than we did previously, given our... 1st August 2022 · 2 mins read
Global Markets Update Reassessing our forecasts for US markets We still expect a higher 10-year Treasury yield, lower S&P 500 and stronger US dollar over the remainder of the year, but have pared back our forecasts for the rise in yields and fall in equities. In... 29th July 2022 · 6 mins read
Asset Allocation S&P 500’s valuation points to mediocre long-term returns US equities have plunged this year, but the S&P 500’s valuation remains a long way from looking low on most measures, including Shiller’s CAPE. This is a key reason why we expect the returns from US... 25th July 2022 · 5 mins read
