Our latest macroeconomic insights Global Markets Update A lot of good news on trade is now discounted Although there is no one definitive measure, most evidence suggests that as much as half of last year’s hit to global markets from worries about a US-China trade war has now unwound. Given the type of... 27th February 2019 · 1 min read Global Markets Update Conditions not conducive to a “profitless” S&P 500 rally The S&P 500 has rebounded by more than 11% so far this year in response to a shift in Fed policy and a thawing of the US/China trade war. Nonetheless, a further rally is unlikely given the darkening... 27th February 2019 · 1 min read Global Economics Focus Next major adverse shock could come from computers The computer revolution is positive for economic growth, but it also means that technological risks must be added to the threats facing the global economy. While the economic impact of the internet... 26th February 2019 · 1 min read Global Markets Update BTPs to underperform other peripheral bonds We think that safe-haven flows will keep government bond yields across the euro-zone’s “core” low this year. And, we wouldn’t be surprised if yields in Germany even turned negative as they did in 2016... 21st February 2019 · 1 min read Pagination Previous … Page 238 Page 239 Page 240 Page 241 Current page 242 Page 243 Page 244 Page 245 Page 246 … Next
Global Markets Update A lot of good news on trade is now discounted Although there is no one definitive measure, most evidence suggests that as much as half of last year’s hit to global markets from worries about a US-China trade war has now unwound. Given the type of... 27th February 2019 · 1 min read
Global Markets Update Conditions not conducive to a “profitless” S&P 500 rally The S&P 500 has rebounded by more than 11% so far this year in response to a shift in Fed policy and a thawing of the US/China trade war. Nonetheless, a further rally is unlikely given the darkening... 27th February 2019 · 1 min read
Global Economics Focus Next major adverse shock could come from computers The computer revolution is positive for economic growth, but it also means that technological risks must be added to the threats facing the global economy. While the economic impact of the internet... 26th February 2019 · 1 min read
Global Markets Update BTPs to underperform other peripheral bonds We think that safe-haven flows will keep government bond yields across the euro-zone’s “core” low this year. And, we wouldn’t be surprised if yields in Germany even turned negative as they did in 2016... 21st February 2019 · 1 min read
