Our latest macroeconomic insights Global Markets Update New, more pessimistic, forecasts for EM assets We argued at the start of this year that the good times for emerging market (EM) assets were likely to come to an end after a stellar 2017. As it happens, in many cases they have already fallen... 11th July 2018 · 1 min read UK Economics Update UK financial markets still banking on a soft Brexit The betting markets are assigning a greater probability to an early general election in the UK in the wake of high-profile resignations in the Conservative Party since the Cabinet met at Chequers on... 10th July 2018 · 1 min read Global Economics Focus The damage from a global trade war Assessing the damage from a global trade war is tricky because there are few historical precedents and the costs would depend on the nature of the conflict. But our best guess is that, if all... 9th July 2018 · 25 mins read Global Markets Update Euro-zone and US equity valuation: where’s the gap? Some argue that the stock market is less vulnerable in the euro-zone than in the US because its valuation is much lower. But the gap in their valuations is arguably negligible. 5th July 2018 · 1 min read Pagination Previous … Page 258 Page 259 Page 260 Page 261 Current page 262 Page 263 Page 264 Page 265 Page 266 … Next
Global Markets Update New, more pessimistic, forecasts for EM assets We argued at the start of this year that the good times for emerging market (EM) assets were likely to come to an end after a stellar 2017. As it happens, in many cases they have already fallen... 11th July 2018 · 1 min read
UK Economics Update UK financial markets still banking on a soft Brexit The betting markets are assigning a greater probability to an early general election in the UK in the wake of high-profile resignations in the Conservative Party since the Cabinet met at Chequers on... 10th July 2018 · 1 min read
Global Economics Focus The damage from a global trade war Assessing the damage from a global trade war is tricky because there are few historical precedents and the costs would depend on the nature of the conflict. But our best guess is that, if all... 9th July 2018 · 25 mins read
Global Markets Update Euro-zone and US equity valuation: where’s the gap? Some argue that the stock market is less vulnerable in the euro-zone than in the US because its valuation is much lower. But the gap in their valuations is arguably negligible. 5th July 2018 · 1 min read
