Our latest macroeconomic insights Global Markets Update Three reasons why QT won’t drive UST yields up much A reassessment of the prospects for interest rates will probably play a far bigger role than the Fed’s quantitative tightening (QT) in influencing Treasuries next year. Indeed, we expect the 10-year... 15th November 2018 · 1 min read Global Markets Update Autos likely to remain a drag on euro-zone equities We think that equities in the euro-zone will be caught in the crossfire of a stock market sell-off in the US next year, as the economy there slows. Our forecast is for the S&P 500 to fall by 14% in... 15th November 2018 · 1 min read Global Economics Focus A brief overview of 700 years of economic downturns The causes of economic downturns have changed over time, from harvest failures and wars, to monetary policy, oil shocks and financial crises. Looking ahead, we think the next major global downturn... 13th November 2018 · 1 min read Global Markets Update More trouble ahead for Japan’s stock market We expect the stock market in Japan to come under more fire in 2019, as equity prices tumble in the US; the yen strengthens; and the Trump administration continues to exert pressure on China. Our... 12th November 2018 · 1 min read Pagination Previous … Page 248 Page 249 Page 250 Page 251 Current page 252 Page 253 Page 254 Page 255 Page 256 … Next
Global Markets Update Three reasons why QT won’t drive UST yields up much A reassessment of the prospects for interest rates will probably play a far bigger role than the Fed’s quantitative tightening (QT) in influencing Treasuries next year. Indeed, we expect the 10-year... 15th November 2018 · 1 min read
Global Markets Update Autos likely to remain a drag on euro-zone equities We think that equities in the euro-zone will be caught in the crossfire of a stock market sell-off in the US next year, as the economy there slows. Our forecast is for the S&P 500 to fall by 14% in... 15th November 2018 · 1 min read
Global Economics Focus A brief overview of 700 years of economic downturns The causes of economic downturns have changed over time, from harvest failures and wars, to monetary policy, oil shocks and financial crises. Looking ahead, we think the next major global downturn... 13th November 2018 · 1 min read
Global Markets Update More trouble ahead for Japan’s stock market We expect the stock market in Japan to come under more fire in 2019, as equity prices tumble in the US; the yen strengthens; and the Trump administration continues to exert pressure on China. Our... 12th November 2018 · 1 min read
