Our latest macroeconomic insights Global Markets Update Corporate bonds unlikely to make strong gains in 2020 Corporate bond markets in the US, the UK and the euro-zone have started 2020 on a strong footing, largely reflecting expectations that monetary policy there will remain accommodative for the... 10th January 2020 · 3 mins read Global Markets Update Earnings unlikely to pick up the baton & boost equities While corporate earnings in the US will probably recover a bit this year, we think that they will fall short of expectations of a big rebound. And given that we don’t expect valuations to rise... 9th January 2020 · 3 mins read Global Markets Update Key market calls for 2020 After large gains for both bonds and equities in 2019, we expect that both will fare less well next year. And, in contrast to most other forecasters, we think that the US dollar will rise further in... 23rd December 2019 · 4 mins read Global Markets Update CAD & NOK set to outperform in 2020 Despite a rise in oil prices over the past couple of months, the Canadian dollar and the Norwegian krone have underperformed most other G10 currencies. Nonetheless, we expect both to fare better next... 19th December 2019 · 2 mins read Pagination Previous … Page 209 Page 210 Page 211 Page 212 Current page 213 Page 214 Page 215 Page 216 Page 217 … Next
Global Markets Update Corporate bonds unlikely to make strong gains in 2020 Corporate bond markets in the US, the UK and the euro-zone have started 2020 on a strong footing, largely reflecting expectations that monetary policy there will remain accommodative for the... 10th January 2020 · 3 mins read
Global Markets Update Earnings unlikely to pick up the baton & boost equities While corporate earnings in the US will probably recover a bit this year, we think that they will fall short of expectations of a big rebound. And given that we don’t expect valuations to rise... 9th January 2020 · 3 mins read
Global Markets Update Key market calls for 2020 After large gains for both bonds and equities in 2019, we expect that both will fare less well next year. And, in contrast to most other forecasters, we think that the US dollar will rise further in... 23rd December 2019 · 4 mins read
Global Markets Update CAD & NOK set to outperform in 2020 Despite a rise in oil prices over the past couple of months, the Canadian dollar and the Norwegian krone have underperformed most other G10 currencies. Nonetheless, we expect both to fare better next... 19th December 2019 · 2 mins read
