Our latest macroeconomic insights Global Economics Focus Lasting blow to supply capacity is not inevitable It is by no means inevitable that the coronavirus crisis puts a big permanent hole in the supply capacity of economies (i.e. their ability to produce goods and services). With the right government... 29th June 2020 · 28 mins read Global Markets Update We expect more upside for the euro & many E-Z assets While the euro and many euro-zone assets have rallied significantly over the past two months, we think that there is scope for them to make more headway this year. 26th June 2020 · 4 mins read Asset Allocation Update Negative real TIPS yields a boon for many other assets We suspect that the real yields of US Treasury Inflation Protected Securities (TIPS) will fall a bit further, fuelling renewed gains in risky assets and underpinning gold despite a reduction in safe... 24th June 2020 · 5 mins read Global Economics Focus Will the coronavirus permanently change behaviours? As long as social distancing isn’t practised for many years, then those behavioural changes triggered specifically by the coronavirus crisis will probably prove temporary. But those changes that were... 23rd June 2020 · 33 mins read Pagination Previous … Page 192 Page 193 Page 194 Page 195 Current page 196 Page 197 Page 198 Page 199 Page 200 … Next
Global Economics Focus Lasting blow to supply capacity is not inevitable It is by no means inevitable that the coronavirus crisis puts a big permanent hole in the supply capacity of economies (i.e. their ability to produce goods and services). With the right government... 29th June 2020 · 28 mins read
Global Markets Update We expect more upside for the euro & many E-Z assets While the euro and many euro-zone assets have rallied significantly over the past two months, we think that there is scope for them to make more headway this year. 26th June 2020 · 4 mins read
Asset Allocation Update Negative real TIPS yields a boon for many other assets We suspect that the real yields of US Treasury Inflation Protected Securities (TIPS) will fall a bit further, fuelling renewed gains in risky assets and underpinning gold despite a reduction in safe... 24th June 2020 · 5 mins read
Global Economics Focus Will the coronavirus permanently change behaviours? As long as social distancing isn’t practised for many years, then those behavioural changes triggered specifically by the coronavirus crisis will probably prove temporary. But those changes that were... 23rd June 2020 · 33 mins read
