Our latest macroeconomic insights Global Markets Update Worse to come for equities from protectionism Worries about protectionism have clearly weighed on equity markets in much of the world recently, and this will probably remain the case. What’s more, we suspect that protectionism concerns will start... 6th September 2018 · 1 min read Global Markets Update EM corporate credit spreads have a lot further to rise Despite rising since January, emerging market (EM) corporate credit spreads remain very tight by past standards and relative to those of their counterparts elsewhere in the world. We think that this... 29th August 2018 · 1 min read Global Markets Update The longest bull market in US equities may end in 2019 The S&P 500 has not fallen by more than 20% since it began to climb after the last recession. As a result, the index has remained in a “bull market” that is about to become the longest ever... 22nd August 2018 · 1 min read Global Markets Update ECB purchases of Italian bonds might rise in October We suspect that, due to technical reasons, the ECB will increase its purchases of Italian government bonds in October. This might help to prevent yields from shooting up if Italy’s Government submits... 21st August 2018 · 1 min read Pagination Previous … Page 255 Page 256 Page 257 Page 258 Current page 259 Page 260 Page 261 Page 262 Page 263 … Next
Global Markets Update Worse to come for equities from protectionism Worries about protectionism have clearly weighed on equity markets in much of the world recently, and this will probably remain the case. What’s more, we suspect that protectionism concerns will start... 6th September 2018 · 1 min read
Global Markets Update EM corporate credit spreads have a lot further to rise Despite rising since January, emerging market (EM) corporate credit spreads remain very tight by past standards and relative to those of their counterparts elsewhere in the world. We think that this... 29th August 2018 · 1 min read
Global Markets Update The longest bull market in US equities may end in 2019 The S&P 500 has not fallen by more than 20% since it began to climb after the last recession. As a result, the index has remained in a “bull market” that is about to become the longest ever... 22nd August 2018 · 1 min read
Global Markets Update ECB purchases of Italian bonds might rise in October We suspect that, due to technical reasons, the ECB will increase its purchases of Italian government bonds in October. This might help to prevent yields from shooting up if Italy’s Government submits... 21st August 2018 · 1 min read
