Our latest macroeconomic insights Global Economics Focus Is now the time for a helicopter drop? Central banks are already facilitating fiscal packages in various ways. But with the fiscal costs of the coronavirus likely to rise much further, policymakers might consider explicitly financing them... 24th March 2020 · 16 mins read Global Markets Update What to make of the moves in commodity currencies The slump in the prices of commodities has hit hard the currencies of the countries whose fortunes depend heavily on them. But if we are right and commodity prices eventually recover as the... 23rd March 2020 · 2 mins read Global Markets Update Revisiting our forecasts for equities Our view remains that, despite policymakers’ best efforts, a sustained turnaround in equity markets will only come once the virus starts to fade. That hasn’t happened yet. So, we suspect that they... 20th March 2020 · 4 mins read Asset Allocation Update Will the fire selling of haven assets last? The surprising weakness of Treasuries alongside the collapse in US equity prices recently seems to have been driven by fire selling, not worries about inflation or debt. However, even if further falls... 20th March 2020 · 3 mins read Pagination Previous … Page 202 Page 203 Page 204 Page 205 Current page 206 Page 207 Page 208 Page 209 Page 210 … Next
Global Economics Focus Is now the time for a helicopter drop? Central banks are already facilitating fiscal packages in various ways. But with the fiscal costs of the coronavirus likely to rise much further, policymakers might consider explicitly financing them... 24th March 2020 · 16 mins read
Global Markets Update What to make of the moves in commodity currencies The slump in the prices of commodities has hit hard the currencies of the countries whose fortunes depend heavily on them. But if we are right and commodity prices eventually recover as the... 23rd March 2020 · 2 mins read
Global Markets Update Revisiting our forecasts for equities Our view remains that, despite policymakers’ best efforts, a sustained turnaround in equity markets will only come once the virus starts to fade. That hasn’t happened yet. So, we suspect that they... 20th March 2020 · 4 mins read
Asset Allocation Update Will the fire selling of haven assets last? The surprising weakness of Treasuries alongside the collapse in US equity prices recently seems to have been driven by fire selling, not worries about inflation or debt. However, even if further falls... 20th March 2020 · 3 mins read
