Our latest macroeconomic insights Global Markets Update A blockbuster decade for US equities seems set to end The real return from US equities in the coming decade could plausibly be less than a third of what it has been in the last ten years. Even so, that would probably still be more than the real return... 12th March 2019 · 1 min read Global Markets Update Rally in Chinese equities built on shaky foundations The surge in China’s mainland equity markets since the start of the year looks excessive, even allowing for renewed optimism about stimulus in China and the possibility of a US-China trade deal. Since... 11th March 2019 · 1 min read Global Markets Update Market implications of the outlook for ECB policy We remain more dovish than investors about the outlook for interest rates in the euro-zone. But we still think that “risky” assets there will perform badly this year, as slowing global growth takes... 8th March 2019 · 1 min read Global Markets Update The implications of a comprehensive US-China deal We have argued before that a limited US-China trade agreement ruling out further tariffs now appears largely priced in to markets. But the chances of a more comprehensive deal, including the roll-back... 7th March 2019 · 1 min read Pagination Previous … Page 236 Page 237 Page 238 Page 239 Current page 240 Page 241 Page 242 Page 243 Page 244 … Next
Global Markets Update A blockbuster decade for US equities seems set to end The real return from US equities in the coming decade could plausibly be less than a third of what it has been in the last ten years. Even so, that would probably still be more than the real return... 12th March 2019 · 1 min read
Global Markets Update Rally in Chinese equities built on shaky foundations The surge in China’s mainland equity markets since the start of the year looks excessive, even allowing for renewed optimism about stimulus in China and the possibility of a US-China trade deal. Since... 11th March 2019 · 1 min read
Global Markets Update Market implications of the outlook for ECB policy We remain more dovish than investors about the outlook for interest rates in the euro-zone. But we still think that “risky” assets there will perform badly this year, as slowing global growth takes... 8th March 2019 · 1 min read
Global Markets Update The implications of a comprehensive US-China deal We have argued before that a limited US-China trade agreement ruling out further tariffs now appears largely priced in to markets. But the chances of a more comprehensive deal, including the roll-back... 7th March 2019 · 1 min read
