Our latest macroeconomic insights Global Markets Update EM LC bonds unlikely to keep tracking US Treasuries While the average EM 10-year local currency sovereign bond yield has followed the equivalent US Treasury yield very closely recently, we doubt that this will last much longer. Indeed, we forecast that... 7th May 2019 · 1 min read Global Markets Update We expect the US dollar to make more headway We haven’t been surprised by this year’s rise in the US dollar’s value against other “majors”, despite investors’ dovish reassessment of the outlook for Fed policy. Despite its pull-back today, we... 3rd May 2019 · 1 min read Global Markets Update Why bond investors shouldn’t dread the EU elections We doubt that bond markets will be negatively affected by the European Parliament (EP) elections this month, as the rise of anti-EU parties is already widely anticipated and would not necessarily... 3rd May 2019 · 1 min read Global Markets Update Bund yields likely to fall further, but rebound next year We expect the yield of 10-year German government bonds to continue to drop this year, as investors factor in the prospect of even looser monetary policy in the euro-zone and demand for safe havens... 25th April 2019 · 1 min read Pagination Previous … Page 230 Page 231 Page 232 Page 233 Current page 234 Page 235 Page 236 Page 237 Page 238 … Next
Global Markets Update EM LC bonds unlikely to keep tracking US Treasuries While the average EM 10-year local currency sovereign bond yield has followed the equivalent US Treasury yield very closely recently, we doubt that this will last much longer. Indeed, we forecast that... 7th May 2019 · 1 min read
Global Markets Update We expect the US dollar to make more headway We haven’t been surprised by this year’s rise in the US dollar’s value against other “majors”, despite investors’ dovish reassessment of the outlook for Fed policy. Despite its pull-back today, we... 3rd May 2019 · 1 min read
Global Markets Update Why bond investors shouldn’t dread the EU elections We doubt that bond markets will be negatively affected by the European Parliament (EP) elections this month, as the rise of anti-EU parties is already widely anticipated and would not necessarily... 3rd May 2019 · 1 min read
Global Markets Update Bund yields likely to fall further, but rebound next year We expect the yield of 10-year German government bonds to continue to drop this year, as investors factor in the prospect of even looser monetary policy in the euro-zone and demand for safe havens... 25th April 2019 · 1 min read
