Our latest macroeconomic insights Global Markets Update We expect Japan’s stock market to run out of steam While uncertainty remains about the implications of the resignation of Japan’s PM Suga for the country’s equities, we think the big picture is that they will see relatively small gains over the next... 10th September 2021 · 4 mins read Global Markets Update Treasury yields & the outlook for EM LC bonds We think that the increase in long-dated Treasury yields which we forecast will push up the yields of equivalent emerging market (EM) local-currency (LC) bonds. Based on historical relationships, we... 8th September 2021 · 5 mins read Global Markets Update Four points on tapering and government bond yields We don’t think tapering by the Fed will cause long-term Treasury yields to rise sharply, although it may contribute some upward pressure. But we do think those yields will rise quite a bit anyway... 3rd September 2021 · 5 mins read Asset Allocation Update EM assets & the risk of higher inflation We think that there is a risk of a period of moderately higher inflation in some major emerging markets (EMs) over the coming years. If that came to pass, it would probably be bad news for local... 3rd September 2021 · 4 mins read Pagination Previous … Page 148 Page 149 Page 150 Page 151 Current page 152 Page 153 Page 154 Page 155 Page 156 … Next
Global Markets Update We expect Japan’s stock market to run out of steam While uncertainty remains about the implications of the resignation of Japan’s PM Suga for the country’s equities, we think the big picture is that they will see relatively small gains over the next... 10th September 2021 · 4 mins read
Global Markets Update Treasury yields & the outlook for EM LC bonds We think that the increase in long-dated Treasury yields which we forecast will push up the yields of equivalent emerging market (EM) local-currency (LC) bonds. Based on historical relationships, we... 8th September 2021 · 5 mins read
Global Markets Update Four points on tapering and government bond yields We don’t think tapering by the Fed will cause long-term Treasury yields to rise sharply, although it may contribute some upward pressure. But we do think those yields will rise quite a bit anyway... 3rd September 2021 · 5 mins read
Asset Allocation Update EM assets & the risk of higher inflation We think that there is a risk of a period of moderately higher inflation in some major emerging markets (EMs) over the coming years. If that came to pass, it would probably be bad news for local... 3rd September 2021 · 4 mins read
