Our latest macroeconomic insights Global Markets Update We expect the tailwind to stocks from commodities to fade The rise in commodity prices has boosted some commodity-heavy stock markets, but we suspect that it will run out of steam before long, limiting those stock markets’ gains over the next couple of years... 10th June 2021 · 3 mins read Asset Allocation Update Outlook for Treasuries still a threat to US equities Today’s US Employment Report has failed to awaken the Treasury market from its slumber this quarter. We think, however, that long-dated yields will rise again in due course after their surge earlier... 4th June 2021 · 3 mins read Global Markets Update Assessing the outlook for EM monetary policy & LC bonds While we expect the yields of 10-year emerging market (EM) local-currency (LC) government bonds to increase as the US 10-year Treasury yield resumes its rise, we think increases in yields will... 4th June 2021 · 4 mins read Global Markets Update We expect gradual increases in 10-year DM bond yields We think most developed market (DM) central banks will look through temporary rises in inflation and leave rates unchanged until at least early 2023. Even so, we expect the yields of 10-year DM... 3rd June 2021 · 4 mins read Pagination Previous … Page 156 Page 157 Page 158 Page 159 Current page 160 Page 161 Page 162 Page 163 Page 164 … Next
Global Markets Update We expect the tailwind to stocks from commodities to fade The rise in commodity prices has boosted some commodity-heavy stock markets, but we suspect that it will run out of steam before long, limiting those stock markets’ gains over the next couple of years... 10th June 2021 · 3 mins read
Asset Allocation Update Outlook for Treasuries still a threat to US equities Today’s US Employment Report has failed to awaken the Treasury market from its slumber this quarter. We think, however, that long-dated yields will rise again in due course after their surge earlier... 4th June 2021 · 3 mins read
Global Markets Update Assessing the outlook for EM monetary policy & LC bonds While we expect the yields of 10-year emerging market (EM) local-currency (LC) government bonds to increase as the US 10-year Treasury yield resumes its rise, we think increases in yields will... 4th June 2021 · 4 mins read
Global Markets Update We expect gradual increases in 10-year DM bond yields We think most developed market (DM) central banks will look through temporary rises in inflation and leave rates unchanged until at least early 2023. Even so, we expect the yields of 10-year DM... 3rd June 2021 · 4 mins read
