Our latest macroeconomic insights Global Markets Update No swan song for the dollar We are abandoning our expectation that the dollar will have a last hurrah this year. We had previously expected it to stage a modest rebound against most other developed market currencies, as the... 8th February 2018 · 1 min read Global Markets Update Sell-off underlines markets’ previous complacency The severity of any further sell-off in global financial markets may be limited by the general health of the global economy and the scope for policymakers to respond if necessary. Nonetheless, the... 6th February 2018 · 1 min read Global Markets Update Is the recent decline in EM credit spreads justified? The stripped spread of the JP Morgan EMBI Global (which is comprised of sovereign dollar-denominated bonds) has continued to fall this year, and has rarely been lower in the post-financial crisis era... 2nd February 2018 · 1 min read Global Markets Update Does it make sense to rotate into equities out of bonds? This month’s Bank of America Merrill Lynch’s Global Fund Manager Survey revealed that respondents were the most overweight equities relative to government bonds since August 2014. This is not... 31st January 2018 · 1 min read Pagination Previous … Page 268 Page 269 Page 270 Page 271 Current page 272 Page 273 Page 274 Page 275 Page 276 … Next
Global Markets Update No swan song for the dollar We are abandoning our expectation that the dollar will have a last hurrah this year. We had previously expected it to stage a modest rebound against most other developed market currencies, as the... 8th February 2018 · 1 min read
Global Markets Update Sell-off underlines markets’ previous complacency The severity of any further sell-off in global financial markets may be limited by the general health of the global economy and the scope for policymakers to respond if necessary. Nonetheless, the... 6th February 2018 · 1 min read
Global Markets Update Is the recent decline in EM credit spreads justified? The stripped spread of the JP Morgan EMBI Global (which is comprised of sovereign dollar-denominated bonds) has continued to fall this year, and has rarely been lower in the post-financial crisis era... 2nd February 2018 · 1 min read
Global Markets Update Does it make sense to rotate into equities out of bonds? This month’s Bank of America Merrill Lynch’s Global Fund Manager Survey revealed that respondents were the most overweight equities relative to government bonds since August 2014. This is not... 31st January 2018 · 1 min read
