Our latest macroeconomic insights Global Markets Update Will risky assets continue to shrug off the Fed? Risky asset markets took the Fed’s unexpectedly-hawkish tone on Wednesday in their stride. We think that they will remain resilient over the next year and a half or so, even though we forecast that... 21st September 2017 · 1 min read Global Markets Update Some revisions to our key market forecasts We have revised some of our key market forecasts for currencies, bonds and equities, partly because we no longer expect the FOMC to raise its target range for the federal funds rate again this year. 13th September 2017 · 1 min read Global Markets Update How big a threat to EM assets is the scaling back of QE? Although policymakers are unlikely to give very much away, Friday’s Jackson Hole speeches will still be scrutinised for any hints about the timing of ECB “tapering” and Fed balance sheet... 24th August 2017 · 1 min read Global Markets Update We forecast a rebound in the German DAX We think that the prospects for German large-cap equities during the remainder of 2017 are quite bright, despite their pull-back over the past two months. Admittedly, we are revising down our end-year... 22nd August 2017 · 1 min read Pagination Previous … Page 277 Page 278 Page 279 Page 280 Current page 281 Page 282 Page 283 Page 284 Page 285 … Next
Global Markets Update Will risky assets continue to shrug off the Fed? Risky asset markets took the Fed’s unexpectedly-hawkish tone on Wednesday in their stride. We think that they will remain resilient over the next year and a half or so, even though we forecast that... 21st September 2017 · 1 min read
Global Markets Update Some revisions to our key market forecasts We have revised some of our key market forecasts for currencies, bonds and equities, partly because we no longer expect the FOMC to raise its target range for the federal funds rate again this year. 13th September 2017 · 1 min read
Global Markets Update How big a threat to EM assets is the scaling back of QE? Although policymakers are unlikely to give very much away, Friday’s Jackson Hole speeches will still be scrutinised for any hints about the timing of ECB “tapering” and Fed balance sheet... 24th August 2017 · 1 min read
Global Markets Update We forecast a rebound in the German DAX We think that the prospects for German large-cap equities during the remainder of 2017 are quite bright, despite their pull-back over the past two months. Admittedly, we are revising down our end-year... 22nd August 2017 · 1 min read
