Our latest macroeconomic insights Global Markets Update Last month’s rebound in the US dollar is unlikely to last Although some of things that triggered a rebound in the US dollar in October are likely to continue to underpin the currency in 2019, we still think that it will weaken then as the Fed stops raising... 1st November 2018 · 1 min read Global Markets Update Will low valuations cause EM equities to outperform? Although the valuations of emerging market (EM) equities have tumbled compared to those of their developed market (DM) peers, we are not convinced that they will deliver much higher returns over the... 31st October 2018 · 1 min read Global Markets Update US equities and the economy: squaring the circle While this month’s slump in the US stock market can’t be blamed on bad economic news, it can be attributed – at least in part – to concerns about the prospects for economic growth. We think that these... 30th October 2018 · 1 min read Global Economics Focus Will tighter monetary policy cause the next big downturn? We expect the Fed’s monetary policy tightening cycle, which is now well underway, to contribute to a slowdown in the US economy during 2019-2020. And tighter monetary policy may also trigger downturns... 26th October 2018 · 1 min read Pagination Previous … Page 250 Page 251 Page 252 Page 253 Current page 254 Page 255 Page 256 Page 257 Page 258 … Next
Global Markets Update Last month’s rebound in the US dollar is unlikely to last Although some of things that triggered a rebound in the US dollar in October are likely to continue to underpin the currency in 2019, we still think that it will weaken then as the Fed stops raising... 1st November 2018 · 1 min read
Global Markets Update Will low valuations cause EM equities to outperform? Although the valuations of emerging market (EM) equities have tumbled compared to those of their developed market (DM) peers, we are not convinced that they will deliver much higher returns over the... 31st October 2018 · 1 min read
Global Markets Update US equities and the economy: squaring the circle While this month’s slump in the US stock market can’t be blamed on bad economic news, it can be attributed – at least in part – to concerns about the prospects for economic growth. We think that these... 30th October 2018 · 1 min read
Global Economics Focus Will tighter monetary policy cause the next big downturn? We expect the Fed’s monetary policy tightening cycle, which is now well underway, to contribute to a slowdown in the US economy during 2019-2020. And tighter monetary policy may also trigger downturns... 26th October 2018 · 1 min read
