Our latest macroeconomic insights Global Markets Update Some new market forecasts for a changing world The unravelling of US exceptionalism in stock markets since Donald Trump returned to the White House on 20th January has been mainly driven by concerns about the US’ dominance of AI and the relative... 6th March 2025 · 6 mins read Event Drop-In: Is US equities exceptionalism dead? 12th March 2025, 4:00PM GMT The recent underperformance of US equities marks a notable shift in the global market environment – but is this just a temporary state of affairs or the new order of things? Chief Markets Economist... Global Economics Update Is the US bloc splintering? The events of the past two weeks have called into question whether the US is severing ties not just with adversaries such as China but also allies, including Canada, Mexico and the European Union... 4th March 2025 · 6 mins read Global Markets Update Is the “Trump trade” already over? Notwithstanding recent setbacks, we continue to think that this year will see a major rally in US equity markets, higher Treasury yields, and a stronger dollar. 27th February 2025 · 6 mins read Pagination Previous … Page 25 Page 26 Page 27 Page 28 Current page 29 Page 30 Page 31 Page 32 Page 33 … Next
Global Markets Update Some new market forecasts for a changing world The unravelling of US exceptionalism in stock markets since Donald Trump returned to the White House on 20th January has been mainly driven by concerns about the US’ dominance of AI and the relative... 6th March 2025 · 6 mins read
Event Drop-In: Is US equities exceptionalism dead? 12th March 2025, 4:00PM GMT The recent underperformance of US equities marks a notable shift in the global market environment – but is this just a temporary state of affairs or the new order of things? Chief Markets Economist...
Global Economics Update Is the US bloc splintering? The events of the past two weeks have called into question whether the US is severing ties not just with adversaries such as China but also allies, including Canada, Mexico and the European Union... 4th March 2025 · 6 mins read
Global Markets Update Is the “Trump trade” already over? Notwithstanding recent setbacks, we continue to think that this year will see a major rally in US equity markets, higher Treasury yields, and a stronger dollar. 27th February 2025 · 6 mins read
