Our latest macroeconomic insights Global Markets Update Prospects for government bonds remain brightest in US Given the prospects for monetary policy, we forecast that that the rally in government bonds will continue in the US; run out of steam in Germany and Japan; and reverse in the UK if a “no-deal” Brexit... 25th March 2019 · 1 min read Global Markets Update Monetary policy likely to prevent weaker NOK We are now more hawkish than the consensus about the outlook for monetary policy in Norway this year. But we don’t expect the krone to keep strengthening, as we forecast that oil prices will fall. 22nd March 2019 · 1 min read Global Markets Update EM currencies likely to weaken despite dovish Fed Although EM currencies suffered as the Fed tightened last year, they have hardly benefitted from the central bank’s dovish shift recently, including after this week’s FOMC meeting. We forecast that... 21st March 2019 · 1 min read Global Markets Update US market implications of the Fed’s policy shift Although investors have become more dovish about the outlook for US monetary policy in the wake of this week’s FOMC meeting, we think that they are underestimating future rate cuts given the grim... 21st March 2019 · 1 min read Pagination Previous … Page 234 Page 235 Page 236 Page 237 Current page 238 Page 239 Page 240 Page 241 Page 242 … Next
Global Markets Update Prospects for government bonds remain brightest in US Given the prospects for monetary policy, we forecast that that the rally in government bonds will continue in the US; run out of steam in Germany and Japan; and reverse in the UK if a “no-deal” Brexit... 25th March 2019 · 1 min read
Global Markets Update Monetary policy likely to prevent weaker NOK We are now more hawkish than the consensus about the outlook for monetary policy in Norway this year. But we don’t expect the krone to keep strengthening, as we forecast that oil prices will fall. 22nd March 2019 · 1 min read
Global Markets Update EM currencies likely to weaken despite dovish Fed Although EM currencies suffered as the Fed tightened last year, they have hardly benefitted from the central bank’s dovish shift recently, including after this week’s FOMC meeting. We forecast that... 21st March 2019 · 1 min read
Global Markets Update US market implications of the Fed’s policy shift Although investors have become more dovish about the outlook for US monetary policy in the wake of this week’s FOMC meeting, we think that they are underestimating future rate cuts given the grim... 21st March 2019 · 1 min read
