Our latest macroeconomic insights Global Markets Update Uncertain election outcome leaves markets in limbo While the final results are yet to be determined, whoever wins the US presidency probably faces continued gridlock in Congress. That may explain why the moves in markets overall so far have been... 4th November 2020 · 4 mins read Asset Allocation Update Weighing up the relative prospects for energy & metals We think that energy commodities will claw back a bit of the ground that they have lost relative to industrial metals over the next two years or so, as some cyclical factors linked to COVID-19 which... 3rd November 2020 · 4 mins read Global Markets Update We doubt the SEK will remain a G10 top performer We think that the Swedish krona will appreciate a little further against the euro and the dollar in 2021, but doubt that it will remain one of the best-performing G10 currencies, as it has been this... 2nd November 2020 · 3 mins read Global Markets Update Dollar may weaken further regardless of election result Although uncertainty about the US election result might temporarily support the dollar, we expect it will continue to decline over the next few years given our forecast for loose fiscal and monetary... 30th October 2020 · 4 mins read Pagination Previous … Page 180 Page 181 Page 182 Page 183 Current page 184 Page 185 Page 186 Page 187 Page 188 … Next
Global Markets Update Uncertain election outcome leaves markets in limbo While the final results are yet to be determined, whoever wins the US presidency probably faces continued gridlock in Congress. That may explain why the moves in markets overall so far have been... 4th November 2020 · 4 mins read
Asset Allocation Update Weighing up the relative prospects for energy & metals We think that energy commodities will claw back a bit of the ground that they have lost relative to industrial metals over the next two years or so, as some cyclical factors linked to COVID-19 which... 3rd November 2020 · 4 mins read
Global Markets Update We doubt the SEK will remain a G10 top performer We think that the Swedish krona will appreciate a little further against the euro and the dollar in 2021, but doubt that it will remain one of the best-performing G10 currencies, as it has been this... 2nd November 2020 · 3 mins read
Global Markets Update Dollar may weaken further regardless of election result Although uncertainty about the US election result might temporarily support the dollar, we expect it will continue to decline over the next few years given our forecast for loose fiscal and monetary... 30th October 2020 · 4 mins read
