Our latest macroeconomic insights Global Markets Update Co-movement of equities and bonds unlikely to last While the real returns from a wide variety of assets were positive in the first half of this year, we don’t expect the good news to last. We project that those from US equities and government bonds... 3rd July 2019 · 3 mins read Global Markets Update BoJ policy stance may put upward pressure on the yen We have long forecast the yen to strengthen to ¥105/$ by the end of 2019, primarily based on our expectation that a sell-off in global equities would boost the demand for safe havens. While we remain... 28th June 2019 · 3 mins read Global Markets Update Fed easing and US equities: lessons from history While the performance of the US stock market in the Fed’s last four easing cycles was varied, our view remains that it will fall in the next one, which we expect to span from late-summer 2019 to... 27th June 2019 · 3 mins read Global Markets Update We don’t think that Fed easing will boost Treasuries Although we expect the FOMC to loosen policy substantially by the spring of 2020, we are not forecasting a renewed decline in the 10-year Treasury yield to below 2%. This is because we think that the... 21st June 2019 · 1 min read Pagination Previous … Page 225 Page 226 Page 227 Page 228 Current page 229 Page 230 Page 231 Page 232 Page 233 … Next
Global Markets Update Co-movement of equities and bonds unlikely to last While the real returns from a wide variety of assets were positive in the first half of this year, we don’t expect the good news to last. We project that those from US equities and government bonds... 3rd July 2019 · 3 mins read
Global Markets Update BoJ policy stance may put upward pressure on the yen We have long forecast the yen to strengthen to ¥105/$ by the end of 2019, primarily based on our expectation that a sell-off in global equities would boost the demand for safe havens. While we remain... 28th June 2019 · 3 mins read
Global Markets Update Fed easing and US equities: lessons from history While the performance of the US stock market in the Fed’s last four easing cycles was varied, our view remains that it will fall in the next one, which we expect to span from late-summer 2019 to... 27th June 2019 · 3 mins read
Global Markets Update We don’t think that Fed easing will boost Treasuries Although we expect the FOMC to loosen policy substantially by the spring of 2020, we are not forecasting a renewed decline in the 10-year Treasury yield to below 2%. This is because we think that the... 21st June 2019 · 1 min read
