Our latest macroeconomic insights Asset Allocation More thoughts on the effects of inflation on asset returns The muted reaction in the markets so far to today’s above-consensus surge in US inflation presumably reflects a view that it won’t have as much of a bearing on economic growth or monetary policy as... 13th July 2021 · 6 mins read Global Markets Update Taking stock of our Treasury yield forecasts We don’t expect the latest tumble in long-dated US Treasury yields to continue, and still think yields will rise significantly over the next few years. But given developments over the past couple of... 9th July 2021 · 5 mins read Asset Allocation Update What’s behind renewed US equity outperformance? It has become harder to make the case that the stock market in the US will fare worse than those in the rest of the developed world, now that the “rotation” trade has fizzled out. Nonetheless, we... 7th July 2021 · 4 mins read Global Economics Focus The CBDCs are coming We expect some major central banks to issue digital currencies later this decade, with those in countries where cash is rarest proceeding the fastest. The first generation of central bank digital... 6th July 2021 · 20 mins read Pagination Previous … Page 152 Page 153 Page 154 Page 155 Current page 156 Page 157 Page 158 Page 159 Page 160 … Next
Asset Allocation More thoughts on the effects of inflation on asset returns The muted reaction in the markets so far to today’s above-consensus surge in US inflation presumably reflects a view that it won’t have as much of a bearing on economic growth or monetary policy as... 13th July 2021 · 6 mins read
Global Markets Update Taking stock of our Treasury yield forecasts We don’t expect the latest tumble in long-dated US Treasury yields to continue, and still think yields will rise significantly over the next few years. But given developments over the past couple of... 9th July 2021 · 5 mins read
Asset Allocation Update What’s behind renewed US equity outperformance? It has become harder to make the case that the stock market in the US will fare worse than those in the rest of the developed world, now that the “rotation” trade has fizzled out. Nonetheless, we... 7th July 2021 · 4 mins read
Global Economics Focus The CBDCs are coming We expect some major central banks to issue digital currencies later this decade, with those in countries where cash is rarest proceeding the fastest. The first generation of central bank digital... 6th July 2021 · 20 mins read
