Our latest macroeconomic insights Global Markets Update New forecasts for EM assets and currencies We have recently revised up our end-21 and end-22 projections for the US ten-year Treasury yield, which has prompted us to revise down our forecasts for emerging market (EM) assets and currencies. 26th March 2021 · 4 mins read Global Markets Update Revising up our forecast for the US dollar We now expect that the US dollar will strengthen somewhat over the next couple of years as the US economy outperforms and its policy mix diverges from that in most other major economies. 26th March 2021 · 5 mins read Asset Allocation Update We doubt higher bond yields will derail DM equities We are sticking to our view that the US stock market will gain a bit more ground this year and next, despite revising up our end-2021 and end-2022 forecasts for the 10-year Treasury yield. We also... 24th March 2021 · 3 mins read Global Markets Update We now forecast further increases in DM bond yields In light of our revised forecasts for long-term US Treasury yields, we have raised our forecasts for the yields of 10-year government bonds in most other developed markets. But in most cases we doubt... 24th March 2021 · 4 mins read Pagination Previous … Page 163 Page 164 Page 165 Page 166 Current page 167 Page 168 Page 169 Page 170 Page 171 … Next
Global Markets Update New forecasts for EM assets and currencies We have recently revised up our end-21 and end-22 projections for the US ten-year Treasury yield, which has prompted us to revise down our forecasts for emerging market (EM) assets and currencies. 26th March 2021 · 4 mins read
Global Markets Update Revising up our forecast for the US dollar We now expect that the US dollar will strengthen somewhat over the next couple of years as the US economy outperforms and its policy mix diverges from that in most other major economies. 26th March 2021 · 5 mins read
Asset Allocation Update We doubt higher bond yields will derail DM equities We are sticking to our view that the US stock market will gain a bit more ground this year and next, despite revising up our end-2021 and end-2022 forecasts for the 10-year Treasury yield. We also... 24th March 2021 · 3 mins read
Global Markets Update We now forecast further increases in DM bond yields In light of our revised forecasts for long-term US Treasury yields, we have raised our forecasts for the yields of 10-year government bonds in most other developed markets. But in most cases we doubt... 24th March 2021 · 4 mins read
