Our latest macroeconomic insights Global Markets Update We expect Chinese equities to underperform in 2021 Although Chinese equities have bounced back a bit so far in 2021, they have still underperformed those elsewhere since the news on vaccine efficacy in late 2020. We expect further underperformance... 13th January 2021 · 3 mins read Global Markets Update We still expect the Fed to keep Treasury yields low Despite the jump in US Treasury yields this week following the Georgia Senate run-off election results, we continue to think that the Fed will keep them from rising much further this year. 8th January 2021 · 4 mins read Global Markets Update The Nordic currencies could rise further in 2021 We expect both the Swedish krona and the Norwegian krone to appreciate against the euro and the dollar in 2021. However, in contrast to 2020, we expect the NOK to outperform the SEK slightly this year... 7th January 2021 · 4 mins read Global Markets Update We still think the future looks bright for risky assets Risky assets have continued to rally even as the near-term economic picture has turned a bit gloomier, but we do not think this reflects excessive optimism. Indeed, we think risky assets could rally... 6th January 2021 · 3 mins read Pagination Previous … Page 173 Page 174 Page 175 Page 176 Current page 177 Page 178 Page 179 Page 180 Page 181 … Next
Global Markets Update We expect Chinese equities to underperform in 2021 Although Chinese equities have bounced back a bit so far in 2021, they have still underperformed those elsewhere since the news on vaccine efficacy in late 2020. We expect further underperformance... 13th January 2021 · 3 mins read
Global Markets Update We still expect the Fed to keep Treasury yields low Despite the jump in US Treasury yields this week following the Georgia Senate run-off election results, we continue to think that the Fed will keep them from rising much further this year. 8th January 2021 · 4 mins read
Global Markets Update The Nordic currencies could rise further in 2021 We expect both the Swedish krona and the Norwegian krone to appreciate against the euro and the dollar in 2021. However, in contrast to 2020, we expect the NOK to outperform the SEK slightly this year... 7th January 2021 · 4 mins read
Global Markets Update We still think the future looks bright for risky assets Risky assets have continued to rally even as the near-term economic picture has turned a bit gloomier, but we do not think this reflects excessive optimism. Indeed, we think risky assets could rally... 6th January 2021 · 3 mins read
