Our latest macroeconomic insights Global Markets Update Flying start to 2018 for EM equities not likely to last Although the MSCI Emerging Markets (EM) Index of equities has hit the ground running again in 2018, we think that the rally will fizzle out before long. 12th January 2018 · 1 min read Global Markets Update Will 2018 be a last hurrah for the US dollar? We expect the dollar to stage a modest rebound against most other developed market currencies this year, as the contrast in the monetary policies of the Fed and other major central banks generally... 11th January 2018 · 1 min read Global Markets Update Key market calls for 2018 and beyond We are forecasting that the Fed will be a bit more hawkish this year than the markets appear to be envisaging. In our view, the US economy, which is already close to full capacity, will start to slow... 10th January 2018 · 1 min read Global Markets Update Will the FOMC meeting move the Treasury market? It is possible that there will be very little reaction in the Treasury market after the end of the FOMC meeting today. After all, the implied probability of a 25bp rate hike has been close to 100% for... 13th December 2017 · 1 min read Pagination Previous … Page 270 Page 271 Page 272 Page 273 Current page 274 Page 275 Page 276 Page 277 Page 278 … Next
Global Markets Update Flying start to 2018 for EM equities not likely to last Although the MSCI Emerging Markets (EM) Index of equities has hit the ground running again in 2018, we think that the rally will fizzle out before long. 12th January 2018 · 1 min read
Global Markets Update Will 2018 be a last hurrah for the US dollar? We expect the dollar to stage a modest rebound against most other developed market currencies this year, as the contrast in the monetary policies of the Fed and other major central banks generally... 11th January 2018 · 1 min read
Global Markets Update Key market calls for 2018 and beyond We are forecasting that the Fed will be a bit more hawkish this year than the markets appear to be envisaging. In our view, the US economy, which is already close to full capacity, will start to slow... 10th January 2018 · 1 min read
Global Markets Update Will the FOMC meeting move the Treasury market? It is possible that there will be very little reaction in the Treasury market after the end of the FOMC meeting today. After all, the implied probability of a 25bp rate hike has been close to 100% for... 13th December 2017 · 1 min read
