Our latest macroeconomic insights Global Markets Update We think DM yield curves will steepen again While the recent rise in the yields of short-dated developed market (DM) government bonds looks overdone to us, we still think that the yields of long-dated bonds will resume their rise. 3rd November 2021 · 4 mins read Global Economics Focus Do inflation expectations matter? We have long been sceptical of the conventional view that inflation expectations have been an important determinant of inflation in advanced economies. At the same time, though, we doubt that... 1st November 2021 · 13 mins read Global Markets Update China’s economic slowdown and US Treasury yields Although slowing growth in China has probably weighed on US Treasury yields in the past, we don’t expect it to prevent them from rising over the next couple of years. 21st October 2021 · 5 mins read Global Markets Update We think the sell-off in DM bonds will resume While the yields of long-dated government bonds in the euro-zone, UK and US have dropped back a bit in recent days, we think they will rise between now and the end of 2023. We expect increases in... 14th October 2021 · 4 mins read Pagination Previous … Page 144 Page 145 Page 146 Page 147 Current page 148 Page 149 Page 150 Page 151 Page 152 … Next
Global Markets Update We think DM yield curves will steepen again While the recent rise in the yields of short-dated developed market (DM) government bonds looks overdone to us, we still think that the yields of long-dated bonds will resume their rise. 3rd November 2021 · 4 mins read
Global Economics Focus Do inflation expectations matter? We have long been sceptical of the conventional view that inflation expectations have been an important determinant of inflation in advanced economies. At the same time, though, we doubt that... 1st November 2021 · 13 mins read
Global Markets Update China’s economic slowdown and US Treasury yields Although slowing growth in China has probably weighed on US Treasury yields in the past, we don’t expect it to prevent them from rising over the next couple of years. 21st October 2021 · 5 mins read
Global Markets Update We think the sell-off in DM bonds will resume While the yields of long-dated government bonds in the euro-zone, UK and US have dropped back a bit in recent days, we think they will rise between now and the end of 2023. We expect increases in... 14th October 2021 · 4 mins read
