Our latest macroeconomic insights Global Markets Update Brighter times ought to lie ahead for the yen The Japanese yen is the only “major” currency to have fared worse than the US dollar since the middle of August. Nonetheless, we think that its fortunes will improve against the greenback. Our... 26th September 2018 · 1 min read Global Markets Update Trade may trump rates as a driver of the US dollar Judging by what has happened in recent months, President Trump’s attitude to global trade could remain a more important driver of the US dollar than the prospects for monetary policy in the US and... 19th September 2018 · 1 min read Global Markets Update Will EM equities fall much further? The fact that emerging market (EM) equities have dropped a long way recently does not mean that they cannot fall much further, or that they are likely to perform much better than their US peers in the... 18th September 2018 · 1 min read Global Markets Update Where are the risks greatest for EM currencies? Although they have recovered a touch in the past couple of days, emerging market (EM) currencies have generally slumped against the dollar since mid-April. These falls shed light on which are most... 13th September 2018 · 1 min read Pagination Previous … Page 254 Page 255 Page 256 Page 257 Current page 258 Page 259 Page 260 Page 261 Page 262 … Next
Global Markets Update Brighter times ought to lie ahead for the yen The Japanese yen is the only “major” currency to have fared worse than the US dollar since the middle of August. Nonetheless, we think that its fortunes will improve against the greenback. Our... 26th September 2018 · 1 min read
Global Markets Update Trade may trump rates as a driver of the US dollar Judging by what has happened in recent months, President Trump’s attitude to global trade could remain a more important driver of the US dollar than the prospects for monetary policy in the US and... 19th September 2018 · 1 min read
Global Markets Update Will EM equities fall much further? The fact that emerging market (EM) equities have dropped a long way recently does not mean that they cannot fall much further, or that they are likely to perform much better than their US peers in the... 18th September 2018 · 1 min read
Global Markets Update Where are the risks greatest for EM currencies? Although they have recovered a touch in the past couple of days, emerging market (EM) currencies have generally slumped against the dollar since mid-April. These falls shed light on which are most... 13th September 2018 · 1 min read
