Our latest macroeconomic insights Global Markets Update Tapering and Treasuries We think tapering by the Fed will remove an obstacle in the way of higher long-term yields, supporting our view that their latest rebound will continue, in general, over the next couple of years. 13th August 2021 · 5 mins read Global Markets Update Weighing up the prospects for DM sovereign yields Given our forecasts for the paths of monetary policy across developed markets, we expect a general ‘bear steepening’ of sovereign yield curves in the near term, particularly in the US, Canada and... 13th August 2021 · 4 mins read Global Markets Update Taking stock of US earnings season so far While the earnings of firms in the S&P 500 have generally surprised to the upside in the second quarter of this year (Q2), we think the scope for further positive earnings surprises from here is... 6th August 2021 · 4 mins read Asset Allocation The asset allocation implications of China’s slowdown The further slowdown we expect in China would probably be a headwind for some “risky” assets that are particularly sensitive to its economic cycle. It also informs our view that China’s sovereign... 4th August 2021 · 4 mins read Pagination Previous … Page 150 Page 151 Page 152 Page 153 Current page 154 Page 155 Page 156 Page 157 Page 158 … Next
Global Markets Update Tapering and Treasuries We think tapering by the Fed will remove an obstacle in the way of higher long-term yields, supporting our view that their latest rebound will continue, in general, over the next couple of years. 13th August 2021 · 5 mins read
Global Markets Update Weighing up the prospects for DM sovereign yields Given our forecasts for the paths of monetary policy across developed markets, we expect a general ‘bear steepening’ of sovereign yield curves in the near term, particularly in the US, Canada and... 13th August 2021 · 4 mins read
Global Markets Update Taking stock of US earnings season so far While the earnings of firms in the S&P 500 have generally surprised to the upside in the second quarter of this year (Q2), we think the scope for further positive earnings surprises from here is... 6th August 2021 · 4 mins read
Asset Allocation The asset allocation implications of China’s slowdown The further slowdown we expect in China would probably be a headwind for some “risky” assets that are particularly sensitive to its economic cycle. It also informs our view that China’s sovereign... 4th August 2021 · 4 mins read
