Our latest macroeconomic insights Global Markets Update We now expect higher and earlier peaks in bond yields We now think that the yields of 10-year developed market government bonds will peak earlier and, in some cases, at higher levels than we previously expected. That reflects a view that tightening... 22nd June 2022 · 4 mins read Global Economics Focus How high will interest rates go? Equilibrium interest rates in advanced economies are probably still very low. However, there is still a lot of uncertainty about how far above this equilibrium interest rates will have to go in the... 21st June 2022 · 16 mins read Global Markets Update Four reasons why we expect further falls in EM equities We think that stock markets in the emerging world will continue to struggle alongside their developed market peers over the next eighteen months or so, for four main reasons. Markets Drop-In (22 nd... 20th June 2022 · 4 mins read Global Markets Update New forecasts for US Treasuries & the S&P 500 We think the sell-offs in US government bonds and equities have further to run, and have revised our forecasts for 10-year Treasuries and the S&P 500 accordingly. Markets Drop-In (22 nd June, 10:00 ET... 17th June 2022 · 4 mins read Pagination Previous … Page 120 Page 121 Page 122 Page 123 Current page 124 Page 125 Page 126 Page 127 Page 128 … Next
Global Markets Update We now expect higher and earlier peaks in bond yields We now think that the yields of 10-year developed market government bonds will peak earlier and, in some cases, at higher levels than we previously expected. That reflects a view that tightening... 22nd June 2022 · 4 mins read
Global Economics Focus How high will interest rates go? Equilibrium interest rates in advanced economies are probably still very low. However, there is still a lot of uncertainty about how far above this equilibrium interest rates will have to go in the... 21st June 2022 · 16 mins read
Global Markets Update Four reasons why we expect further falls in EM equities We think that stock markets in the emerging world will continue to struggle alongside their developed market peers over the next eighteen months or so, for four main reasons. Markets Drop-In (22 nd... 20th June 2022 · 4 mins read
Global Markets Update New forecasts for US Treasuries & the S&P 500 We think the sell-offs in US government bonds and equities have further to run, and have revised our forecasts for 10-year Treasuries and the S&P 500 accordingly. Markets Drop-In (22 nd June, 10:00 ET... 17th June 2022 · 4 mins read
