Our latest macroeconomic insights Global Markets Update We expect commodity currencies to make further ground If we are right that commodity prices will make up more ground as economies continue to reopen, the rally in commodity currencies may have further to go. 19th June 2020 · 3 mins read Asset Allocation Update Thinking through the effects of possible second waves The sizes and sources of second waves of COVID-19 are likely to be key factors in determining how much ground, if any, equities cede to government bonds in coming months. While our forecasts allow for... 17th June 2020 · 4 mins read Global Markets Update We think that most EM currencies will rebound further While we think that much of the rebound in emerging market (EM) currencies is now behind us, we still expect that most of them will make a bit more headway against the dollar in the second half of the... 16th June 2020 · 4 mins read Global Markets Update We think that the US dollar will weaken further We now expect that the US dollar will depreciate further as risky assets resume their rebound and the global economy recovers from the coronavirus pandemic. 12th June 2020 · 5 mins read Pagination Previous … Page 193 Page 194 Page 195 Page 196 Current page 197 Page 198 Page 199 Page 200 Page 201 … Next
Global Markets Update We expect commodity currencies to make further ground If we are right that commodity prices will make up more ground as economies continue to reopen, the rally in commodity currencies may have further to go. 19th June 2020 · 3 mins read
Asset Allocation Update Thinking through the effects of possible second waves The sizes and sources of second waves of COVID-19 are likely to be key factors in determining how much ground, if any, equities cede to government bonds in coming months. While our forecasts allow for... 17th June 2020 · 4 mins read
Global Markets Update We think that most EM currencies will rebound further While we think that much of the rebound in emerging market (EM) currencies is now behind us, we still expect that most of them will make a bit more headway against the dollar in the second half of the... 16th June 2020 · 4 mins read
Global Markets Update We think that the US dollar will weaken further We now expect that the US dollar will depreciate further as risky assets resume their rebound and the global economy recovers from the coronavirus pandemic. 12th June 2020 · 5 mins read
