Our latest macroeconomic insights Global Markets Update Bond markets less vulnerable to contagion from Italy Although we expect Italian bonds to remain under pressure over the coming years as the country’s fiscal and economic outlook continues to deteriorate, we think that European bond markets are generally... 25th October 2018 · 1 min read Global Markets Update Sterling withstands fears of no deal Brexit Although October’s EU summit has come and gone without a Brexit deal in place, implied probabilities of a “no deal” do not seem to have increased very much, which is reflected in the resilience of... 24th October 2018 · 1 min read Global Markets Update What to make of the global stock market sell-off Even stepping back from the volatility in stock markets around the world this week, global equities have clearly been weakening for a while, and are likely to do so again by the end of next year in... 23rd October 2018 · 1 min read Global Markets Update Valuations don’t point to rebound in EM currencies Even though emerging market (EM) currencies have fallen a long way against the US dollar in recent months, in most cases their valuations do not yet appear particularly low. This pours cold water on... 16th October 2018 · 1 min read Pagination Previous … Page 251 Page 252 Page 253 Page 254 Current page 255 Page 256 Page 257 Page 258 Page 259 … Next
Global Markets Update Bond markets less vulnerable to contagion from Italy Although we expect Italian bonds to remain under pressure over the coming years as the country’s fiscal and economic outlook continues to deteriorate, we think that European bond markets are generally... 25th October 2018 · 1 min read
Global Markets Update Sterling withstands fears of no deal Brexit Although October’s EU summit has come and gone without a Brexit deal in place, implied probabilities of a “no deal” do not seem to have increased very much, which is reflected in the resilience of... 24th October 2018 · 1 min read
Global Markets Update What to make of the global stock market sell-off Even stepping back from the volatility in stock markets around the world this week, global equities have clearly been weakening for a while, and are likely to do so again by the end of next year in... 23rd October 2018 · 1 min read
Global Markets Update Valuations don’t point to rebound in EM currencies Even though emerging market (EM) currencies have fallen a long way against the US dollar in recent months, in most cases their valuations do not yet appear particularly low. This pours cold water on... 16th October 2018 · 1 min read
