Our latest macroeconomic insights Global Markets Update Swiss stock market likely to fall less than most next year We think that the global economy will slow in 2019 and take a toll on equities generally. If history is any guide, Swiss stocks will not be spared. But two factors suggest that they will hold up... 9th November 2018 · 1 min read Global Markets Update What to make of the big rise in TIPS yields The big rise in the real yields of US Treasury Inflation Protected Securities (TIPS) over the past year or so is a logical response to tighter Fed policy than investors were expecting. But it is... 7th November 2018 · 1 min read Global Markets Update US midterms unlikely to trigger a big market reaction We don’t expect today’s midterm elections in the US to have a major bearing on its stock market, even if the Republicans retain both chambers of Congress or the Democrats do very well. 6th November 2018 · 1 min read Global Markets Update Italy’s problems shouldn’t stop euro’s revival in 2019 Although Italy’s problems are likely to continue to weigh on the euro next year, we still think that the currency will strengthen against the dollar in response to a favourable shift in monetary... 2nd November 2018 · 1 min read Pagination Previous … Page 249 Page 250 Page 251 Page 252 Current page 253 Page 254 Page 255 Page 256 Page 257 … Next
Global Markets Update Swiss stock market likely to fall less than most next year We think that the global economy will slow in 2019 and take a toll on equities generally. If history is any guide, Swiss stocks will not be spared. But two factors suggest that they will hold up... 9th November 2018 · 1 min read
Global Markets Update What to make of the big rise in TIPS yields The big rise in the real yields of US Treasury Inflation Protected Securities (TIPS) over the past year or so is a logical response to tighter Fed policy than investors were expecting. But it is... 7th November 2018 · 1 min read
Global Markets Update US midterms unlikely to trigger a big market reaction We don’t expect today’s midterm elections in the US to have a major bearing on its stock market, even if the Republicans retain both chambers of Congress or the Democrats do very well. 6th November 2018 · 1 min read
Global Markets Update Italy’s problems shouldn’t stop euro’s revival in 2019 Although Italy’s problems are likely to continue to weigh on the euro next year, we still think that the currency will strengthen against the dollar in response to a favourable shift in monetary... 2nd November 2018 · 1 min read
