Our latest macroeconomic insights Global Markets Update Could the US stock market rely on a “Powell Put”? While the mood seems to have improved a little at the time of writing, the S&P 500 closed yesterday more than 10% lower than its recent peak at the start of the year, satisfying the criteria for a... 23rd February 2022 · 4 mins read Asset Allocation Update US yield curve is casting doubt on our equity vs. bond call Our view that the US stock market will outperform Treasuries again this year is being called into question by a flattening of the yield curve. Nonetheless, we are not anticipating that it will invert... 23rd February 2022 · 3 mins read Bonds & Equities Taking stock of Russia/Ukraine tensions & market implications With tensions between Russia and Ukraine continuing, the risk of a conflict with far-reaching economic consequences remains uncomfortably high. This Update considers what the impact on global... 18th February 2022 · 5 mins read Global Markets Update The outlook for German and Swiss Government bonds We think that the gap between the yields of 10-year German and Swiss government bonds will re-emerge over the next couple of years as the ECB tightens policy more quickly than the SNB. In view of the... 17th February 2022 · 3 mins read Pagination Previous … Page 134 Page 135 Page 136 Page 137 Current page 138 Page 139 Page 140 Page 141 Page 142 … Next
Global Markets Update Could the US stock market rely on a “Powell Put”? While the mood seems to have improved a little at the time of writing, the S&P 500 closed yesterday more than 10% lower than its recent peak at the start of the year, satisfying the criteria for a... 23rd February 2022 · 4 mins read
Asset Allocation Update US yield curve is casting doubt on our equity vs. bond call Our view that the US stock market will outperform Treasuries again this year is being called into question by a flattening of the yield curve. Nonetheless, we are not anticipating that it will invert... 23rd February 2022 · 3 mins read
Bonds & Equities Taking stock of Russia/Ukraine tensions & market implications With tensions between Russia and Ukraine continuing, the risk of a conflict with far-reaching economic consequences remains uncomfortably high. This Update considers what the impact on global... 18th February 2022 · 5 mins read
Global Markets Update The outlook for German and Swiss Government bonds We think that the gap between the yields of 10-year German and Swiss government bonds will re-emerge over the next couple of years as the ECB tightens policy more quickly than the SNB. In view of the... 17th February 2022 · 3 mins read
