Our latest macroeconomic insights Global Markets Update Implications of the M5S/PD coalition for Italian assets Italian assets have rallied since a new ruling coalition between the Five Star Movement (M5S) and the Democratic Party (PD) was formed. While we have revised our forecasts to reflect the reduced... 11th September 2019 · 3 mins read Global Markets Update Treasury yields likely to rebound as Fed disappoints Although we are revising down our once-bullish forecast for the 10-year US Treasury yield, we think that it has fallen too far and will rebound to 1.75% by the end of 2019 and rise significantly next... 6th September 2019 · 3 mins read Global Economics Focus Negative rates: is the cure worse than the disease? Negative policy rates have had some positive effects in the economies where they apply and the direct adverse consequences have been small. But the policy has contributed to a fall in long-term... 5th September 2019 · 24 mins read Global Markets Update “Dividend aristocrats” unlikely to keep outperforming We doubt that stocks that reliably pay high dividends will fare better than their peers during the rest of this year, as we think that bond yields are unlikely to fall much further and might even... 29th August 2019 · 3 mins read Pagination Previous … Page 221 Page 222 Page 223 Page 224 Current page 225 Page 226 Page 227 Page 228 Page 229 … Next
Global Markets Update Implications of the M5S/PD coalition for Italian assets Italian assets have rallied since a new ruling coalition between the Five Star Movement (M5S) and the Democratic Party (PD) was formed. While we have revised our forecasts to reflect the reduced... 11th September 2019 · 3 mins read
Global Markets Update Treasury yields likely to rebound as Fed disappoints Although we are revising down our once-bullish forecast for the 10-year US Treasury yield, we think that it has fallen too far and will rebound to 1.75% by the end of 2019 and rise significantly next... 6th September 2019 · 3 mins read
Global Economics Focus Negative rates: is the cure worse than the disease? Negative policy rates have had some positive effects in the economies where they apply and the direct adverse consequences have been small. But the policy has contributed to a fall in long-term... 5th September 2019 · 24 mins read
Global Markets Update “Dividend aristocrats” unlikely to keep outperforming We doubt that stocks that reliably pay high dividends will fare better than their peers during the rest of this year, as we think that bond yields are unlikely to fall much further and might even... 29th August 2019 · 3 mins read
