Our latest macroeconomic insights Asset Allocation Update Joint surge in US equities and Treasuries set to end This is the first Asset Allocation Update on our new Asset Allocation Service. The service considers the asset allocation implications of our comprehensive macroeconomic and financial market research... 23rd September 2019 · 3 mins read Global Markets Update Fed to stop easing soon, pushing Treasury yields up Given our view that the US economy will avoid a recession, we doubt that the Fed will deliver as many rate cuts as investors anticipate. As such, we think that Treasury yields will rise substantially... 20th September 2019 · 3 mins read Global Markets Update Another oil shock would probably see the dollar rise, not fall Although the oil price has fallen back since the weekend’s attacks on production facilities in Saudi Arabia, it could surge again if there are further strikes or if tensions in the Middle East... 19th September 2019 · 3 mins read Global Markets Update Is the ECB really to blame for euro weakness in 2019? Despite what Mr Trump’s tweet yesterday appears to suggest, we don’t think that the ECB is “trying, and succeeding, in depreciating the Euro”. And although we expect the euro to weaken further against... 13th September 2019 · 3 mins read Pagination Previous … Page 220 Page 221 Page 222 Page 223 Current page 224 Page 225 Page 226 Page 227 Page 228 … Next
Asset Allocation Update Joint surge in US equities and Treasuries set to end This is the first Asset Allocation Update on our new Asset Allocation Service. The service considers the asset allocation implications of our comprehensive macroeconomic and financial market research... 23rd September 2019 · 3 mins read
Global Markets Update Fed to stop easing soon, pushing Treasury yields up Given our view that the US economy will avoid a recession, we doubt that the Fed will deliver as many rate cuts as investors anticipate. As such, we think that Treasury yields will rise substantially... 20th September 2019 · 3 mins read
Global Markets Update Another oil shock would probably see the dollar rise, not fall Although the oil price has fallen back since the weekend’s attacks on production facilities in Saudi Arabia, it could surge again if there are further strikes or if tensions in the Middle East... 19th September 2019 · 3 mins read
Global Markets Update Is the ECB really to blame for euro weakness in 2019? Despite what Mr Trump’s tweet yesterday appears to suggest, we don’t think that the ECB is “trying, and succeeding, in depreciating the Euro”. And although we expect the euro to weaken further against... 13th September 2019 · 3 mins read
