Our latest macroeconomic insights Global Markets Update Rising corporate credit spreads not just an oil story The recent pick-up in US corporate credit spreads is more than just a response to the slump in oil prices over the past couple of months. We think that it also reflects worries about the outlook for... 26th November 2018 · 1 min read Global Markets Update What the S&P’s slump tells us about the US economy While the 10% drop in the S&P 500 since early October can be partly blamed on plunging oil prices and concerns about global demand, it also seems to reflect justified fears about the US economic... 26th November 2018 · 1 min read Global Markets Update No deal Brexit would be a mixed bag for UK assets We think that the performance of UK financial assets would be varied in the event of a no deal Brexit, which has become increasing likely given the recent political chaos in Westminster. 22nd November 2018 · 1 min read Global Markets Update Italy’s now-junk credit spread will probably get bigger Italian government bonds are now trading like “junk”, but we think that the spread between the yields of 10-year BTPs and German Bunds will increase even more in 2019 as Italy’s problems escalate and... 20th November 2018 · 1 min read Pagination Previous … Page 247 Page 248 Page 249 Page 250 Current page 251 Page 252 Page 253 Page 254 Page 255 … Next
Global Markets Update Rising corporate credit spreads not just an oil story The recent pick-up in US corporate credit spreads is more than just a response to the slump in oil prices over the past couple of months. We think that it also reflects worries about the outlook for... 26th November 2018 · 1 min read
Global Markets Update What the S&P’s slump tells us about the US economy While the 10% drop in the S&P 500 since early October can be partly blamed on plunging oil prices and concerns about global demand, it also seems to reflect justified fears about the US economic... 26th November 2018 · 1 min read
Global Markets Update No deal Brexit would be a mixed bag for UK assets We think that the performance of UK financial assets would be varied in the event of a no deal Brexit, which has become increasing likely given the recent political chaos in Westminster. 22nd November 2018 · 1 min read
Global Markets Update Italy’s now-junk credit spread will probably get bigger Italian government bonds are now trading like “junk”, but we think that the spread between the yields of 10-year BTPs and German Bunds will increase even more in 2019 as Italy’s problems escalate and... 20th November 2018 · 1 min read
