Our latest macroeconomic insights Global Markets Update BoJ to raise ceiling on 10-year yields The weakening in the yen to a 24-year low and a crack in the Bank of Japan’s ceiling on 10-year yields today is putting significant pressure on policymakers to respond. FX intervention is a... 13th June 2022 · 5 mins read Global Markets Update New, higher forecasts for EZ bond yields and spreads We are raising our forecasts for euro-zone 10-year government bond yields and “peripheral” spreads to reflect the ECB’s further hawkish shift as well as its apparent unwillingness to commit to a... 10th June 2022 · 4 mins read Asset Allocation Update US equity valuations still much higher than elsewhere Despite the sharp fall in the US stock market this year so far, US equities still appear much more highly valued than their peers in the rest of the world. While that might not tell us much about the... 10th June 2022 · 5 mins read Asset Allocation Update Soft landing for the economy but perhaps not for markets? While we forecast that the US economy will merely slow rather than enter a recession, we still expect twin sell-offs in stock and bond markets to resume, with value stocks and defensive sectors... 8th June 2022 · 4 mins read Pagination Previous … Page 122 Page 123 Page 124 Page 125 Current page 126 Page 127 Page 128 Page 129 Page 130 … Next
Global Markets Update BoJ to raise ceiling on 10-year yields The weakening in the yen to a 24-year low and a crack in the Bank of Japan’s ceiling on 10-year yields today is putting significant pressure on policymakers to respond. FX intervention is a... 13th June 2022 · 5 mins read
Global Markets Update New, higher forecasts for EZ bond yields and spreads We are raising our forecasts for euro-zone 10-year government bond yields and “peripheral” spreads to reflect the ECB’s further hawkish shift as well as its apparent unwillingness to commit to a... 10th June 2022 · 4 mins read
Asset Allocation Update US equity valuations still much higher than elsewhere Despite the sharp fall in the US stock market this year so far, US equities still appear much more highly valued than their peers in the rest of the world. While that might not tell us much about the... 10th June 2022 · 5 mins read
Asset Allocation Update Soft landing for the economy but perhaps not for markets? While we forecast that the US economy will merely slow rather than enter a recession, we still expect twin sell-offs in stock and bond markets to resume, with value stocks and defensive sectors... 8th June 2022 · 4 mins read
