Our latest macroeconomic insights Global Markets Update How vulnerable is the S&P 500 to rising interest rates? The S&P 500 has tended to hold up well in the past when the Fed has tightened policy. But it has slid once the tightening has begun to take a toll on the economy. With this in mind, we don’t expect... 12th March 2018 · 1 min read Global Economics Focus US fiscal stimulus to have limited global impact The Trump fiscal stimulus, which has turned out to be larger than seemed likely a few months ago, should boost economic growth in the US a little, and encourage the Fed to press on with six rate hikes... 9th March 2018 · 1 min read Global Economics Focus How big a threat are Trump’s tariff proposals? It looks increasingly likely that President Trump’s plan to impose tariffs on imports of steel and aluminium on grounds of national security will be implemented in some form. If so, other governments... 7th March 2018 · 1 min read Global Markets Update How would more protectionism affect the dollar? The reaction in currency markets to President Trump’s proposed tariffs on steel and aluminium suggests that investors are far more concerned that the duties represent the opening salvo of a trade war... 6th March 2018 · 1 min read Pagination Previous … Page 266 Page 267 Page 268 Page 269 Current page 270 Page 271 Page 272 Page 273 Page 274 … Next
Global Markets Update How vulnerable is the S&P 500 to rising interest rates? The S&P 500 has tended to hold up well in the past when the Fed has tightened policy. But it has slid once the tightening has begun to take a toll on the economy. With this in mind, we don’t expect... 12th March 2018 · 1 min read
Global Economics Focus US fiscal stimulus to have limited global impact The Trump fiscal stimulus, which has turned out to be larger than seemed likely a few months ago, should boost economic growth in the US a little, and encourage the Fed to press on with six rate hikes... 9th March 2018 · 1 min read
Global Economics Focus How big a threat are Trump’s tariff proposals? It looks increasingly likely that President Trump’s plan to impose tariffs on imports of steel and aluminium on grounds of national security will be implemented in some form. If so, other governments... 7th March 2018 · 1 min read
Global Markets Update How would more protectionism affect the dollar? The reaction in currency markets to President Trump’s proposed tariffs on steel and aluminium suggests that investors are far more concerned that the duties represent the opening salvo of a trade war... 6th March 2018 · 1 min read
