Our latest macroeconomic insights Global Economics Focus History does not support pessimism about productivity potential Pessimism about the potential for future productivity growth and hence increases in living standards, based on recent poor productivity performance, is not well-founded. It provides no good reason to... 1st November 2017 · 26 mins read Global Markets Update EM assets should cope well with scaling back of QE Emerging market (EM) assets have prospered this year despite the Fed continuing to raise rates. We think that they will also cope well as unconventional policy from several major central banks becomes... 27th October 2017 · 1 min read Global Markets Update Will the US yield curve continue to flatten? We expect the US Treasury yield curve to continue to flatten, as the Fed raises rates further. But we don’t think that the curve will begin to invert – and flag up the risk of a recession – until 2019... 24th October 2017 · 1 min read Global Markets Update Will repatriated foreign earnings flow into US equities? If the Republican’s proposed tax reforms are enacted, a large proportion of overseas income held by US multinational enterprises (MNEs) could be returned to the US. We anticipate that a sizeable share... 18th October 2017 · 1 min read Pagination Previous … Page 275 Page 276 Page 277 Page 278 Current page 279 Page 280 Page 281 Page 282 Page 283 … Next
Global Economics Focus History does not support pessimism about productivity potential Pessimism about the potential for future productivity growth and hence increases in living standards, based on recent poor productivity performance, is not well-founded. It provides no good reason to... 1st November 2017 · 26 mins read
Global Markets Update EM assets should cope well with scaling back of QE Emerging market (EM) assets have prospered this year despite the Fed continuing to raise rates. We think that they will also cope well as unconventional policy from several major central banks becomes... 27th October 2017 · 1 min read
Global Markets Update Will the US yield curve continue to flatten? We expect the US Treasury yield curve to continue to flatten, as the Fed raises rates further. But we don’t think that the curve will begin to invert – and flag up the risk of a recession – until 2019... 24th October 2017 · 1 min read
Global Markets Update Will repatriated foreign earnings flow into US equities? If the Republican’s proposed tax reforms are enacted, a large proportion of overseas income held by US multinational enterprises (MNEs) could be returned to the US. We anticipate that a sizeable share... 18th October 2017 · 1 min read
