Our latest macroeconomic insights Global Markets Update Will earnings growth continue to buoy global equities? This year’s rally in global equities has been driven primarily by an increase in investors’ expectations for corporate earnings. In general, we expect earnings to continue to support equities in 2018. 16th October 2017 · 1 min read Global Markets Update EM sovereign bonds likely to remain relatively resilient Although the yields of US Treasuries have rebounded recently, those of emerging market (EM) local currency sovereign bonds have typically increased by less. We suspect that this will continue as... 12th October 2017 · 1 min read Global Economics Focus How will the world cope with tighter monetary policy? We expect global growth to slow only modestly as the era of easy money starts drawing to a close. The monetary tightening is set to be gradual, limited and staggered, with some countries only starting... 11th October 2017 · 1 min read Global Markets Update Pull-back in EM equities and currencies unlikely to last We do not think that the recent dip in emerging market (EM) currencies and equities signals the start of a larger downturn in their fortunes. 29th September 2017 · 1 min read Pagination Previous … Page 276 Page 277 Page 278 Page 279 Current page 280 Page 281 Page 282 Page 283 Page 284 … Next
Global Markets Update Will earnings growth continue to buoy global equities? This year’s rally in global equities has been driven primarily by an increase in investors’ expectations for corporate earnings. In general, we expect earnings to continue to support equities in 2018. 16th October 2017 · 1 min read
Global Markets Update EM sovereign bonds likely to remain relatively resilient Although the yields of US Treasuries have rebounded recently, those of emerging market (EM) local currency sovereign bonds have typically increased by less. We suspect that this will continue as... 12th October 2017 · 1 min read
Global Economics Focus How will the world cope with tighter monetary policy? We expect global growth to slow only modestly as the era of easy money starts drawing to a close. The monetary tightening is set to be gradual, limited and staggered, with some countries only starting... 11th October 2017 · 1 min read
Global Markets Update Pull-back in EM equities and currencies unlikely to last We do not think that the recent dip in emerging market (EM) currencies and equities signals the start of a larger downturn in their fortunes. 29th September 2017 · 1 min read
