Our latest macroeconomic insights Global Markets Update Are the IT sector’s best days behind it? After outperforming for much of the past year or so, the IT sector has led the falls in stock markets in the past couple of weeks. Is a sustained period of underperformance now likely? 29th March 2018 · 1 min read Global Economics Focus What causes recessions? An analysis of all the recessions which have occurred in G7 economies since 1960 throws up two main conclusions. First, while most had multiple triggers, monetary policy tightening was usually one of... 27th March 2018 · 1 min read Global Markets Update Will EM credit spreads continue to rise? The spreads of emerging market (EM) sovereign dollar bonds have been edging up since their lows a couple of months ago, and we think that they have further to rise over the next two years. 22nd March 2018 · 1 min read Global Markets Update S&P 500’s valuation is unlikely to cause its demise We think that the outlook for the US stock market is bleak. But unlike some who share this opinion, our pessimism is not rooted in a belief that the market is grossly overvalued and will inevitably... 14th March 2018 · 1 min read Pagination Previous … Page 265 Page 266 Page 267 Page 268 Current page 269 Page 270 Page 271 Page 272 Page 273 … Next
Global Markets Update Are the IT sector’s best days behind it? After outperforming for much of the past year or so, the IT sector has led the falls in stock markets in the past couple of weeks. Is a sustained period of underperformance now likely? 29th March 2018 · 1 min read
Global Economics Focus What causes recessions? An analysis of all the recessions which have occurred in G7 economies since 1960 throws up two main conclusions. First, while most had multiple triggers, monetary policy tightening was usually one of... 27th March 2018 · 1 min read
Global Markets Update Will EM credit spreads continue to rise? The spreads of emerging market (EM) sovereign dollar bonds have been edging up since their lows a couple of months ago, and we think that they have further to rise over the next two years. 22nd March 2018 · 1 min read
Global Markets Update S&P 500’s valuation is unlikely to cause its demise We think that the outlook for the US stock market is bleak. But unlike some who share this opinion, our pessimism is not rooted in a belief that the market is grossly overvalued and will inevitably... 14th March 2018 · 1 min read
