Our latest macroeconomic insights Global Markets Update Investors’ trade war focus risks missing bigger picture Investors seem as pessimistic about the US-China trade war now as they have ever been. Indeed, it would probably come as little surprise to markets if the two sides imposed tariffs on virtually all... 13th June 2019 · 1 min read Global Markets Update Donald Trump, not the Fed, to blame for a strong dollar Donald Trump’s assertion on Twitter yesterday that a “way too high” Fed interest rate was responsible for a “devalued” euro and other currencies against the dollar is wrong, at least when it comes to... 12th June 2019 · 1 min read Global Markets Update Recent setback for the US dollar likely to be temporary Although the US dollar has pulled back over the past fortnight, we expect it to strengthen once more against most major currencies in the second half of this year as the global economy slows. 11th June 2019 · 1 min read Global Markets Update US corporate credit spreads likely to rise much further We think that corporate credit spreads in the US will continue to climb this year, as the economy there slows. Our forecast is for the spreads of speculative-grade bonds to rise by well over 100bp, on... 4th June 2019 · 1 min read Pagination Previous … Page 226 Page 227 Page 228 Page 229 Current page 230 Page 231 Page 232 Page 233 Page 234 … Next
Global Markets Update Investors’ trade war focus risks missing bigger picture Investors seem as pessimistic about the US-China trade war now as they have ever been. Indeed, it would probably come as little surprise to markets if the two sides imposed tariffs on virtually all... 13th June 2019 · 1 min read
Global Markets Update Donald Trump, not the Fed, to blame for a strong dollar Donald Trump’s assertion on Twitter yesterday that a “way too high” Fed interest rate was responsible for a “devalued” euro and other currencies against the dollar is wrong, at least when it comes to... 12th June 2019 · 1 min read
Global Markets Update Recent setback for the US dollar likely to be temporary Although the US dollar has pulled back over the past fortnight, we expect it to strengthen once more against most major currencies in the second half of this year as the global economy slows. 11th June 2019 · 1 min read
Global Markets Update US corporate credit spreads likely to rise much further We think that corporate credit spreads in the US will continue to climb this year, as the economy there slows. Our forecast is for the spreads of speculative-grade bonds to rise by well over 100bp, on... 4th June 2019 · 1 min read
