Our latest macroeconomic insights Global Markets Update Rally in euro-zone equities unlikely to last We think that the recent rally in euro-zone equities will run out of steam. Although a trade deal between the US and China could give a boost to global share prices, including in the euro-zone, we... 30th January 2019 · 1 min read Global Markets Update Markets appear to be mispricing LatAm political risks We think that the reactions in bond markets to Brazil’s and Mexico’s new leaders have gone too far. Investors in Brazil look overly optimistic about President Bolsonaro’s ability to turn the public... 29th January 2019 · 1 min read Global Markets Update Turning even more bearish on the Australian dollar We have long forecast that the Australian dollar would weaken against the US dollar in 2019 owing to our bearish view of commodity prices and China’s economy. But changes to our outlook for monetary... 23rd January 2019 · 1 min read Global Markets Update Outlook is not bright for euro-zone peripheral bonds We think that government bonds in the euro-zone “periphery” will fare quite poorly in the next two years – particularly in Italy and Greece – as growth disappoints and deficits overshoot expectations... 22nd January 2019 · 1 min read Pagination Previous … Page 241 Page 242 Page 243 Page 244 Current page 245 Page 246 Page 247 Page 248 Page 249 … Next
Global Markets Update Rally in euro-zone equities unlikely to last We think that the recent rally in euro-zone equities will run out of steam. Although a trade deal between the US and China could give a boost to global share prices, including in the euro-zone, we... 30th January 2019 · 1 min read
Global Markets Update Markets appear to be mispricing LatAm political risks We think that the reactions in bond markets to Brazil’s and Mexico’s new leaders have gone too far. Investors in Brazil look overly optimistic about President Bolsonaro’s ability to turn the public... 29th January 2019 · 1 min read
Global Markets Update Turning even more bearish on the Australian dollar We have long forecast that the Australian dollar would weaken against the US dollar in 2019 owing to our bearish view of commodity prices and China’s economy. But changes to our outlook for monetary... 23rd January 2019 · 1 min read
Global Markets Update Outlook is not bright for euro-zone peripheral bonds We think that government bonds in the euro-zone “periphery” will fare quite poorly in the next two years – particularly in Italy and Greece – as growth disappoints and deficits overshoot expectations... 22nd January 2019 · 1 min read
