Our latest macroeconomic insights Global Markets Update Will Fed and ECB policy keep driving dollar/euro? The movements in dollar/euro over the past few days are a reminder that Fed and ECB policy are still important drivers of the exchange rate. Our view remains that their policies will provide ongoing... 15th June 2018 · 1 min read Global Markets Update Are investors right to dismiss surging Japanese profits? Surging corporate profits in Japan since the beginning of last year have not generated much excitement among investors. This is probably because most of it has come from sectors that rely heavily on... 13th June 2018 · 1 min read Global Markets Update Will the IT sector continue to propel the S&P 500? The information technology (IT) sector of the S&P 500 has been on another tear since late April. Although its valuation is still not stretched and its weighting in the index will probably rise even... 7th June 2018 · 1 min read Global Markets Update Italian equities unlikely to stage a big rebound Although investors have become less concerned about the political situation in Italy, we do not expect a significant rebound in Italian equities, which have already come under pressure again this week... 6th June 2018 · 1 min read Pagination Previous … Page 260 Page 261 Page 262 Page 263 Current page 264 Page 265 Page 266 Page 267 Page 268 … Next
Global Markets Update Will Fed and ECB policy keep driving dollar/euro? The movements in dollar/euro over the past few days are a reminder that Fed and ECB policy are still important drivers of the exchange rate. Our view remains that their policies will provide ongoing... 15th June 2018 · 1 min read
Global Markets Update Are investors right to dismiss surging Japanese profits? Surging corporate profits in Japan since the beginning of last year have not generated much excitement among investors. This is probably because most of it has come from sectors that rely heavily on... 13th June 2018 · 1 min read
Global Markets Update Will the IT sector continue to propel the S&P 500? The information technology (IT) sector of the S&P 500 has been on another tear since late April. Although its valuation is still not stretched and its weighting in the index will probably rise even... 7th June 2018 · 1 min read
Global Markets Update Italian equities unlikely to stage a big rebound Although investors have become less concerned about the political situation in Italy, we do not expect a significant rebound in Italian equities, which have already come under pressure again this week... 6th June 2018 · 1 min read
