Our latest macroeconomic insights Global Markets Update Protectionism not the only headwind for EM currencies Emerging market (EM) currencies have mostly recovered a little ground against the dollar today. But the bigger picture is that they have generally been weakening for some time now, and in our view... 3rd July 2018 · 1 min read Global Markets Update Four signs equity investors are worrying about trade Trade tensions have not caused any dramatic moves yet, but there are at least four clear signs in the equity markets of investors becoming more nervous about the possibility of a global trade war. 27th June 2018 · 1 min read Global Markets Update Will Italian and Spanish equities remain safe havens? Benchmark equity indices in Italy and Spain have outperformed those elsewhere in Europe in the past days. But while the reasons for this may continue, they remain vulnerable to political risks. 20th June 2018 · 1 min read Global Markets Update Will the joint sell-off in EM currencies and bonds last? The recent widespread weakness of emerging market (EM) currencies has been accompanied by a rise in local currency bond yields in almost all EMs. But even if currencies generally continue to slide, as... 15th June 2018 · 1 min read Pagination Previous … Page 259 Page 260 Page 261 Page 262 Current page 263 Page 264 Page 265 Page 266 Page 267 … Next
Global Markets Update Protectionism not the only headwind for EM currencies Emerging market (EM) currencies have mostly recovered a little ground against the dollar today. But the bigger picture is that they have generally been weakening for some time now, and in our view... 3rd July 2018 · 1 min read
Global Markets Update Four signs equity investors are worrying about trade Trade tensions have not caused any dramatic moves yet, but there are at least four clear signs in the equity markets of investors becoming more nervous about the possibility of a global trade war. 27th June 2018 · 1 min read
Global Markets Update Will Italian and Spanish equities remain safe havens? Benchmark equity indices in Italy and Spain have outperformed those elsewhere in Europe in the past days. But while the reasons for this may continue, they remain vulnerable to political risks. 20th June 2018 · 1 min read
Global Markets Update Will the joint sell-off in EM currencies and bonds last? The recent widespread weakness of emerging market (EM) currencies has been accompanied by a rise in local currency bond yields in almost all EMs. But even if currencies generally continue to slide, as... 15th June 2018 · 1 min read
