Our latest macroeconomic insights Global Markets Update Tweaking, not abandoning, our key market forecasts Although we have raised some of our bearish forecasts for developed market equities, we still think that they will fall a long way in 2019 as the US economy falters. And while we have also made a... 8th October 2018 · 1 min read Global Markets Update Recovery in EM commodity currencies unlikely to last Increases in the prices of industrial commodities have helped to drive a rebound in some emerging market (EM) currencies since early September. But that rebound is already showing signs of faltering... 2nd October 2018 · 1 min read Global Markets Update EM local currency bonds not out of the woods While the recent shift towards tighter monetary policy in many emerging markets (EMs) is likely to continue, this is largely priced in to markets already. But we think that local currency government... 28th September 2018 · 1 min read Global Markets Update BTP yields likely to rise further, but contagion risk low Italian bonds have come under renewed pressure after the government announced plans to loosen fiscal policy by more than markets anticipated over the coming years. We think that Italian bond yields... 28th September 2018 · 1 min read Pagination Previous … Page 253 Page 254 Page 255 Page 256 Current page 257 Page 258 Page 259 Page 260 Page 261 … Next
Global Markets Update Tweaking, not abandoning, our key market forecasts Although we have raised some of our bearish forecasts for developed market equities, we still think that they will fall a long way in 2019 as the US economy falters. And while we have also made a... 8th October 2018 · 1 min read
Global Markets Update Recovery in EM commodity currencies unlikely to last Increases in the prices of industrial commodities have helped to drive a rebound in some emerging market (EM) currencies since early September. But that rebound is already showing signs of faltering... 2nd October 2018 · 1 min read
Global Markets Update EM local currency bonds not out of the woods While the recent shift towards tighter monetary policy in many emerging markets (EMs) is likely to continue, this is largely priced in to markets already. But we think that local currency government... 28th September 2018 · 1 min read
Global Markets Update BTP yields likely to rise further, but contagion risk low Italian bonds have come under renewed pressure after the government announced plans to loosen fiscal policy by more than markets anticipated over the coming years. We think that Italian bond yields... 28th September 2018 · 1 min read
