Our latest macroeconomic insights Global Markets Update Geopolitical tensions key to outlook for the EMBI Europe The yield of the EMBI Europe has risen since June and we doubt that it will fall back much over the coming year if geopolitical tensions involving Turkey and Russia persist. 8th October 2020 · 4 mins read Global Markets Update Prospects are brighter for Kiwi than Aussie in our view We have revised up our already-bullish forecasts for the Australian dollar and the New Zealand dollar against the US dollar over the next few years, to reflect changes to our outlook for the Chinese... 8th October 2020 · 4 mins read Bonds & Equities Risk of US Treasury backlash unlikely to deter SNB Although the SNB meets the US Treasury’s criteria for a “currency manipulator”, we doubt this would deter it from intervening further in the foreign exchange market if required to keep the franc... 7th October 2020 · 3 mins read Asset Allocation Update Assessing the implications of rising Treasury yields Our current views of many assets and the US dollar are influenced by our forecast that the yields of conventional Treasuries will remain firmly anchored, even as expected inflation increases. We are... 7th October 2020 · 3 mins read Pagination Previous … Page 183 Page 184 Page 185 Page 186 Current page 187 Page 188 Page 189 Page 190 Page 191 … Next
Global Markets Update Geopolitical tensions key to outlook for the EMBI Europe The yield of the EMBI Europe has risen since June and we doubt that it will fall back much over the coming year if geopolitical tensions involving Turkey and Russia persist. 8th October 2020 · 4 mins read
Global Markets Update Prospects are brighter for Kiwi than Aussie in our view We have revised up our already-bullish forecasts for the Australian dollar and the New Zealand dollar against the US dollar over the next few years, to reflect changes to our outlook for the Chinese... 8th October 2020 · 4 mins read
Bonds & Equities Risk of US Treasury backlash unlikely to deter SNB Although the SNB meets the US Treasury’s criteria for a “currency manipulator”, we doubt this would deter it from intervening further in the foreign exchange market if required to keep the franc... 7th October 2020 · 3 mins read
Asset Allocation Update Assessing the implications of rising Treasury yields Our current views of many assets and the US dollar are influenced by our forecast that the yields of conventional Treasuries will remain firmly anchored, even as expected inflation increases. We are... 7th October 2020 · 3 mins read
