Our latest macroeconomic insights Global Markets Update Riksbank hike wouldn’t do much for embattled krona The Riksbank appears determined to raise interest rates into an economic slowdown. While higher policy rates may provide some support for the Swedish krona, we still think that it will continue to... 1st November 2019 · 3 mins read Global Markets Update Greece/Italy 10-yr spread will fall further in our view The yield of 10-year government bonds in Greece is now only slightly above that of 10-year government bonds in Italy. Given Italy’s comparatively poor growth and debt dynamics and greater political... 30th October 2019 · 3 mins read Asset Allocation Update Talk of bubbles remains a lot of hot air We don’t think that asset valuations in general have risen to unsustainably-high levels, even though many are now far above their long-run averages. So we see no need for major corrections in asset... 28th October 2019 · 6 mins read Global Markets Update E-Z equities will fall by less than US equities in our view Equities in the euro-zone have outperformed those in the US since early October. While we expect this trend to continue, we think that both will fall in the rest of this year, as global growth slows... 24th October 2019 · 3 mins read Pagination Previous … Page 214 Page 215 Page 216 Page 217 Current page 218 Page 219 Page 220 Page 221 Page 222 … Next
Global Markets Update Riksbank hike wouldn’t do much for embattled krona The Riksbank appears determined to raise interest rates into an economic slowdown. While higher policy rates may provide some support for the Swedish krona, we still think that it will continue to... 1st November 2019 · 3 mins read
Global Markets Update Greece/Italy 10-yr spread will fall further in our view The yield of 10-year government bonds in Greece is now only slightly above that of 10-year government bonds in Italy. Given Italy’s comparatively poor growth and debt dynamics and greater political... 30th October 2019 · 3 mins read
Asset Allocation Update Talk of bubbles remains a lot of hot air We don’t think that asset valuations in general have risen to unsustainably-high levels, even though many are now far above their long-run averages. So we see no need for major corrections in asset... 28th October 2019 · 6 mins read
Global Markets Update E-Z equities will fall by less than US equities in our view Equities in the euro-zone have outperformed those in the US since early October. While we expect this trend to continue, we think that both will fall in the rest of this year, as global growth slows... 24th October 2019 · 3 mins read
