Our latest macroeconomic insights Global Markets Update Slower growth likely to undermine bank valuations As the global economy slows, we think that expectations for bank earnings will prove too optimistic and that relatively high bank equity valuations in the US, Canada, Australia, and the Nordics are... 28th August 2019 · 3 mins read Global Markets Update US yield curve points to impending stock market falls Yield curves have inverted in most advanced economies over the past couple of weeks, including in the US, Germany and the UK, sparking fears of an imminent global recession. While most advanced... 23rd August 2019 · 3 mins read Global Markets Update SEK & NOK likely to continue testing all-time lows While the Swedish krona and the Norwegian krone are now near the record lows they reached against the euro in 2008-09, we think that monetary policy and rising risk aversion will push them down... 21st August 2019 · 3 mins read Global Markets Update Risks to the yen still lie to the upside The Japanese yen has continued to appreciate and is now close to our year-end forecast of ¥105/$. Though the drivers behind its strength may shift, we expect upward pressure on the yen to persist. 16th August 2019 · 3 mins read Pagination Previous … Page 222 Page 223 Page 224 Page 225 Current page 226 Page 227 Page 228 Page 229 Page 230 … Next
Global Markets Update Slower growth likely to undermine bank valuations As the global economy slows, we think that expectations for bank earnings will prove too optimistic and that relatively high bank equity valuations in the US, Canada, Australia, and the Nordics are... 28th August 2019 · 3 mins read
Global Markets Update US yield curve points to impending stock market falls Yield curves have inverted in most advanced economies over the past couple of weeks, including in the US, Germany and the UK, sparking fears of an imminent global recession. While most advanced... 23rd August 2019 · 3 mins read
Global Markets Update SEK & NOK likely to continue testing all-time lows While the Swedish krona and the Norwegian krone are now near the record lows they reached against the euro in 2008-09, we think that monetary policy and rising risk aversion will push them down... 21st August 2019 · 3 mins read
Global Markets Update Risks to the yen still lie to the upside The Japanese yen has continued to appreciate and is now close to our year-end forecast of ¥105/$. Though the drivers behind its strength may shift, we expect upward pressure on the yen to persist. 16th August 2019 · 3 mins read
