Our latest macroeconomic insights Global Markets Update We forecast the euro to fall more in 2019, before rallying We have revised down our already-bearish end-2019 forecast for the euro against the US dollar. Nonetheless, we still think that the exchange rate will bounce back in 2020 as looser monetary policy in... 2nd April 2019 · 1 min read Global Markets Update “Safe” bond yields may stay low for longer than in 2016 The yields of 10-year government bonds in Germany, Switzerland and Japan have edged up after touching 2½-year lows earlier this week. But we doubt that they will rebound as fast, or as far, as they... 29th March 2019 · 1 min read Global Markets Update Three key points on the latest EM currency sell-off We are not surprised that EM currencies have weakened against the dollar over the past week, and expect them to fall further by the end of the year. Three features of the latest sell-off help to shed... 29th March 2019 · 1 min read Global Markets Update What bonds are telling us about equities in the US We think that the recent inversion of parts of the US Treasury yield curve is a bad sign for the S&P 500, which we expect to fall sharply over the rest of this year as growth in the US economy... 26th March 2019 · 1 min read Pagination Previous … Page 233 Page 234 Page 235 Page 236 Current page 237 Page 238 Page 239 Page 240 Page 241 … Next
Global Markets Update We forecast the euro to fall more in 2019, before rallying We have revised down our already-bearish end-2019 forecast for the euro against the US dollar. Nonetheless, we still think that the exchange rate will bounce back in 2020 as looser monetary policy in... 2nd April 2019 · 1 min read
Global Markets Update “Safe” bond yields may stay low for longer than in 2016 The yields of 10-year government bonds in Germany, Switzerland and Japan have edged up after touching 2½-year lows earlier this week. But we doubt that they will rebound as fast, or as far, as they... 29th March 2019 · 1 min read
Global Markets Update Three key points on the latest EM currency sell-off We are not surprised that EM currencies have weakened against the dollar over the past week, and expect them to fall further by the end of the year. Three features of the latest sell-off help to shed... 29th March 2019 · 1 min read
Global Markets Update What bonds are telling us about equities in the US We think that the recent inversion of parts of the US Treasury yield curve is a bad sign for the S&P 500, which we expect to fall sharply over the rest of this year as growth in the US economy... 26th March 2019 · 1 min read
