Our latest macroeconomic insights Global Markets Update China stimulus likely to provide only limited boost Additional stimulus from China strengthens our view that the rebound in equities will continue, especially in emerging markets. But the effect is unlikely to be as big as in 2008-09, and China’s... 29th May 2020 · 4 mins read Global Markets Update Taking stock of the rally in US equities Although the S&P 500’s rally over the past two months is remarkable, we don’t think that it reflects excessive optimism among investors. In our view, equities can rise further from here. 27th May 2020 · 3 mins read Asset Allocation Update Equities likely to beat bonds amid financial repression Although US equities still have lot of lost ground to make up on long-dated Treasuries since the outbreak of coronavirus, we think that they will do so over time as the Fed engages in renewed... 22nd May 2020 · 5 mins read Global Economics Focus Inflation not the easy way to cut public debt burdens One of the key consequences of the coronavirus is set to be a sharp rise in government debt burdens. We have already looked at whether governments can just tolerate their rise in debt here. But this... 20th May 2020 · 31 mins read Pagination Previous … Page 195 Page 196 Page 197 Page 198 Current page 199 Page 200 Page 201 Page 202 Page 203 … Next
Global Markets Update China stimulus likely to provide only limited boost Additional stimulus from China strengthens our view that the rebound in equities will continue, especially in emerging markets. But the effect is unlikely to be as big as in 2008-09, and China’s... 29th May 2020 · 4 mins read
Global Markets Update Taking stock of the rally in US equities Although the S&P 500’s rally over the past two months is remarkable, we don’t think that it reflects excessive optimism among investors. In our view, equities can rise further from here. 27th May 2020 · 3 mins read
Asset Allocation Update Equities likely to beat bonds amid financial repression Although US equities still have lot of lost ground to make up on long-dated Treasuries since the outbreak of coronavirus, we think that they will do so over time as the Fed engages in renewed... 22nd May 2020 · 5 mins read
Global Economics Focus Inflation not the easy way to cut public debt burdens One of the key consequences of the coronavirus is set to be a sharp rise in government debt burdens. We have already looked at whether governments can just tolerate their rise in debt here. But this... 20th May 2020 · 31 mins read
