Our latest macroeconomic insights Global Markets Update How much worse will it get for EM assets? The pressure on emerging market (EM) assets that began in late January may have eased slightly in the past day or so. But our forecasts are for further weakness between now and the end of next year... 11th May 2018 · 1 min read Global Markets Update European and Japanese equities likely to hit the buffers Large-cap equities in Europe and Japan have fared far better than those in the US since mid-April. But this seems to have been entirely due to a resurgence of the dollar, which we expect to more than... 8th May 2018 · 1 min read Global Markets Update Further EM currency weakness likely to be limited Emerging market (EM) currencies have remained under pressure this week, and we expect most to soften further against the dollar. But, with the exceptions of the Turkish lira and Argentine peso, the... 3rd May 2018 · 1 min read Global Markets Update Treasuries vulnerable even if inflation worries ease More than half of the 80bp rise in the 10-year Treasury yield since last September, to around 3.0% now, can be attributed to inflation compensation. The rest has been guided by a belief that the Fed... 2nd May 2018 · 1 min read Pagination Previous … Page 262 Page 263 Page 264 Page 265 Current page 266 Page 267 Page 268 Page 269 Page 270 … Next
Global Markets Update How much worse will it get for EM assets? The pressure on emerging market (EM) assets that began in late January may have eased slightly in the past day or so. But our forecasts are for further weakness between now and the end of next year... 11th May 2018 · 1 min read
Global Markets Update European and Japanese equities likely to hit the buffers Large-cap equities in Europe and Japan have fared far better than those in the US since mid-April. But this seems to have been entirely due to a resurgence of the dollar, which we expect to more than... 8th May 2018 · 1 min read
Global Markets Update Further EM currency weakness likely to be limited Emerging market (EM) currencies have remained under pressure this week, and we expect most to soften further against the dollar. But, with the exceptions of the Turkish lira and Argentine peso, the... 3rd May 2018 · 1 min read
Global Markets Update Treasuries vulnerable even if inflation worries ease More than half of the 80bp rise in the 10-year Treasury yield since last September, to around 3.0% now, can be attributed to inflation compensation. The rest has been guided by a belief that the Fed... 2nd May 2018 · 1 min read
