Our latest macroeconomic insights Global Markets Update Which EM currencies are in the firing line in 2019? We expect EM currencies to weaken against the US dollar in 2019, with the South African rand and Colombian peso likely to fall by more than most. The Argentine peso and Turkish lira will probably be... 17th January 2019 · 1 min read Global Markets Update Bund yields likely to remain low in 2019 and 2020 We think that loose monetary policy and safe-haven flows will keep the German 10-year government bond yield around its current level this year and next. Yields in most other “core” countries are also... 16th January 2019 · 1 min read Global Markets Update New forecasts for the euro and euro-zone assets The outlook for the euro-zone economy has deteriorated sharply in recent months, prompting us to revise down our growth forecasts for the region. In this Update we discuss the implications of these... 15th January 2019 · 1 min read Global Markets Update Where are the risks greatest in EM equity markets? We think that EM Asian equities are set for more pain in 2019 despite their generally positive start to the year, and suspect that they will again be among the worst performers in the MSCI EM Index... 14th January 2019 · 1 min read Pagination Previous … Page 242 Page 243 Page 244 Page 245 Current page 246 Page 247 Page 248 Page 249 Page 250 … Next
Global Markets Update Which EM currencies are in the firing line in 2019? We expect EM currencies to weaken against the US dollar in 2019, with the South African rand and Colombian peso likely to fall by more than most. The Argentine peso and Turkish lira will probably be... 17th January 2019 · 1 min read
Global Markets Update Bund yields likely to remain low in 2019 and 2020 We think that loose monetary policy and safe-haven flows will keep the German 10-year government bond yield around its current level this year and next. Yields in most other “core” countries are also... 16th January 2019 · 1 min read
Global Markets Update New forecasts for the euro and euro-zone assets The outlook for the euro-zone economy has deteriorated sharply in recent months, prompting us to revise down our growth forecasts for the region. In this Update we discuss the implications of these... 15th January 2019 · 1 min read
Global Markets Update Where are the risks greatest in EM equity markets? We think that EM Asian equities are set for more pain in 2019 despite their generally positive start to the year, and suspect that they will again be among the worst performers in the MSCI EM Index... 14th January 2019 · 1 min read
