Our latest macroeconomic insights Global Markets Update We think that US corporate spreads will narrow further While US corporate credit spreads are now close to their pre-pandemic levels, we think that they will fall further in general as the global economy recovers with the help of vaccines. 10th December 2020 · 3 mins read Global Markets Update We think the dollar will fall further as risky assets gain We think that the inverse relationship between the dollar and risk appetite will remain strong over the next couple of years, against a backdrop of low and stable interest rates. We expect that the... 10th December 2020 · 3 mins read Global Markets Update Real yields in the US could go lower still We expect the recent rise in US inflation compensation to continue as the economy recovers, but doubt that it will be matched by a similar increase in nominal bond yields. As such, we think real... 10th December 2020 · 3 mins read Global Markets Update Five threats to our positive view of risky assets in 2021 With positive news on COVID-19 vaccines increasing the chances of a strong global economic recovery next year, risky assets have rallied over the past month. While we think the stage is set for them... 3rd December 2020 · 4 mins read Pagination Previous … Page 176 Page 177 Page 178 Page 179 Current page 180 Page 181 Page 182 Page 183 Page 184 … Next
Global Markets Update We think that US corporate spreads will narrow further While US corporate credit spreads are now close to their pre-pandemic levels, we think that they will fall further in general as the global economy recovers with the help of vaccines. 10th December 2020 · 3 mins read
Global Markets Update We think the dollar will fall further as risky assets gain We think that the inverse relationship between the dollar and risk appetite will remain strong over the next couple of years, against a backdrop of low and stable interest rates. We expect that the... 10th December 2020 · 3 mins read
Global Markets Update Real yields in the US could go lower still We expect the recent rise in US inflation compensation to continue as the economy recovers, but doubt that it will be matched by a similar increase in nominal bond yields. As such, we think real... 10th December 2020 · 3 mins read
Global Markets Update Five threats to our positive view of risky assets in 2021 With positive news on COVID-19 vaccines increasing the chances of a strong global economic recovery next year, risky assets have rallied over the past month. While we think the stage is set for them... 3rd December 2020 · 4 mins read
