Our latest macroeconomic insights Global Economics Focus Great Inflation 2.0? Lessons from the 1970s Policy stimulus and tolerance of inflation by central banks may lead to higher inflation in some G7 countries in the coming years. Given the parallels with the run-up to the high-inflation era of the... 29th April 2021 · 32 mins read Asset Allocation Update Another look at the valuation of the US stock market Although the valuation of the US stock market is now approaching its peak during the dot com bubble, we doubt that it will reach such giddy heights. This reflects our forecast for a renewed rise in... 28th April 2021 · 6 mins read Global Markets Update Assessing the outlook for EM bond risk premia We expect risk premia on emerging market (EM) bonds to diverge over the coming years even if appetite for “risky” assets generally continues to increase. 27th April 2021 · 4 mins read Global Markets Update We think long-term Treasury yields will resume their rise We doubt that the recent fall in long-term Treasury yields will persist, and are sticking with our view that they will rise a fairly long way by the end of the year. 22nd April 2021 · 3 mins read Pagination Previous … Page 160 Page 161 Page 162 Page 163 Current page 164 Page 165 Page 166 Page 167 Page 168 … Next
Global Economics Focus Great Inflation 2.0? Lessons from the 1970s Policy stimulus and tolerance of inflation by central banks may lead to higher inflation in some G7 countries in the coming years. Given the parallels with the run-up to the high-inflation era of the... 29th April 2021 · 32 mins read
Asset Allocation Update Another look at the valuation of the US stock market Although the valuation of the US stock market is now approaching its peak during the dot com bubble, we doubt that it will reach such giddy heights. This reflects our forecast for a renewed rise in... 28th April 2021 · 6 mins read
Global Markets Update Assessing the outlook for EM bond risk premia We expect risk premia on emerging market (EM) bonds to diverge over the coming years even if appetite for “risky” assets generally continues to increase. 27th April 2021 · 4 mins read
Global Markets Update We think long-term Treasury yields will resume their rise We doubt that the recent fall in long-term Treasury yields will persist, and are sticking with our view that they will rise a fairly long way by the end of the year. 22nd April 2021 · 3 mins read
