Our latest macroeconomic insights Global Markets Update Weighing up the Brexit risks for sterling We think that there is more upside, than downside, risk for sterling when we weigh up the potential outcomes that could result from the chaos surrounding the UK’s scheduled departure from the EU. 14th December 2018 · 1 min read Global Markets Update Don’t bank on the US stock market recovering in 2019 Although the S&P 500 has already fallen by roughly 10% since early October, we don’t expect it to rebound in 2019. Given the outlook for the US economy, we think that it will end next year even lower... 12th December 2018 · 1 min read Global Markets Update US financials unlikely to keep outperforming in 2019 In contrast to their relatively strong performance over the last decade, we expect financials in the US to fare worse in general than their counterparts in the euro-zone and the UK next year. 10th December 2018 · 1 min read Global Markets Update Signs of things to come in a week of market turmoil We think that this week’s turbulence provides a reasonable guide to the trends to watch for in markets next year. In particular, while both the S&P 500 and US Treasury yields have started to drop a... 7th December 2018 · 1 min read Pagination Previous … Page 245 Page 246 Page 247 Page 248 Current page 249 Page 250 Page 251 Page 252 Page 253 … Next
Global Markets Update Weighing up the Brexit risks for sterling We think that there is more upside, than downside, risk for sterling when we weigh up the potential outcomes that could result from the chaos surrounding the UK’s scheduled departure from the EU. 14th December 2018 · 1 min read
Global Markets Update Don’t bank on the US stock market recovering in 2019 Although the S&P 500 has already fallen by roughly 10% since early October, we don’t expect it to rebound in 2019. Given the outlook for the US economy, we think that it will end next year even lower... 12th December 2018 · 1 min read
Global Markets Update US financials unlikely to keep outperforming in 2019 In contrast to their relatively strong performance over the last decade, we expect financials in the US to fare worse in general than their counterparts in the euro-zone and the UK next year. 10th December 2018 · 1 min read
Global Markets Update Signs of things to come in a week of market turmoil We think that this week’s turbulence provides a reasonable guide to the trends to watch for in markets next year. In particular, while both the S&P 500 and US Treasury yields have started to drop a... 7th December 2018 · 1 min read
