Our latest macroeconomic insights Global Markets Update CAD resilience relative to AUD & NZD unlikely to last We expect appetite for risk and monetary policy to continue to be more important factors than commodity prices in determining the direction of the Aussie, Kiwi and Loonie. With that in mind, we think... 9th October 2019 · 3 mins read Global Economics Focus Lessons from the history of globalisation History shows that waves of globalisation are driven by both technology and policy, but protectionist shifts alone tend to end them. In some cases, like in the 1970s, a moderate pushback by... 8th October 2019 · 20 mins read Global Markets Update Broad US dollar strength likely to continue for now As the outlook for the global economy grows gloomier, the US dollar is strengthening towards multi-year highs. We expect it will appreciate further as safe haven demand intensifies over coming months. 4th October 2019 · 3 mins read Global Markets Update Global factors the greatest risk to Japan’s equity market While the hike to Japan’s sales tax means its economy will probably contract in Q4, we suspect that the impact on bonds and equities there will be fairly small. However, we still think that Japan’s... 3rd October 2019 · 3 mins read Pagination Previous … Page 218 Page 219 Page 220 Page 221 Current page 222 Page 223 Page 224 Page 225 Page 226 … Next
Global Markets Update CAD resilience relative to AUD & NZD unlikely to last We expect appetite for risk and monetary policy to continue to be more important factors than commodity prices in determining the direction of the Aussie, Kiwi and Loonie. With that in mind, we think... 9th October 2019 · 3 mins read
Global Economics Focus Lessons from the history of globalisation History shows that waves of globalisation are driven by both technology and policy, but protectionist shifts alone tend to end them. In some cases, like in the 1970s, a moderate pushback by... 8th October 2019 · 20 mins read
Global Markets Update Broad US dollar strength likely to continue for now As the outlook for the global economy grows gloomier, the US dollar is strengthening towards multi-year highs. We expect it will appreciate further as safe haven demand intensifies over coming months. 4th October 2019 · 3 mins read
Global Markets Update Global factors the greatest risk to Japan’s equity market While the hike to Japan’s sales tax means its economy will probably contract in Q4, we suspect that the impact on bonds and equities there will be fairly small. However, we still think that Japan’s... 3rd October 2019 · 3 mins read
