Our latest macroeconomic insights Global Markets Update Fed, not China’s demand, to remain key driver of Treasuries Although China’s holdings of US Treasuries increased by more in June than in any other month in the past six years, we doubt that renewed Chinese buying of Treasuries will keep their yields low in the... 18th August 2017 · 1 min read Global Markets Update Recent rise unlikely to mark the start of a surge in spreads Credit spreads have risen as tensions between the US and North Korea have flared up. But the increase has been small and they are still low. We think that a downturn in the US economy is a more likely... 16th August 2017 · 1 min read Global Markets Update Will North Korea tensions continue to weigh on US equities? The recent escalation of tensions between the US and North Korea has weighed on the S&P 500. But provided that war is avoided, we doubt that this marks the start of a sustained downturn in the index. 11th August 2017 · 1 min read Global Markets Update Are similarities with 2007 a cause for concern? Today is the tenth anniversary of the start of the global financial crisis (GFC), which triggered the worst recession since the Great Depression. Some are of the view that history may be about to... 9th August 2017 · 1 min read Pagination Previous … Page 278 Page 279 Page 280 Page 281 Current page 282 Page 283 Page 284 Page 285 Page 286 … Next
Global Markets Update Fed, not China’s demand, to remain key driver of Treasuries Although China’s holdings of US Treasuries increased by more in June than in any other month in the past six years, we doubt that renewed Chinese buying of Treasuries will keep their yields low in the... 18th August 2017 · 1 min read
Global Markets Update Recent rise unlikely to mark the start of a surge in spreads Credit spreads have risen as tensions between the US and North Korea have flared up. But the increase has been small and they are still low. We think that a downturn in the US economy is a more likely... 16th August 2017 · 1 min read
Global Markets Update Will North Korea tensions continue to weigh on US equities? The recent escalation of tensions between the US and North Korea has weighed on the S&P 500. But provided that war is avoided, we doubt that this marks the start of a sustained downturn in the index. 11th August 2017 · 1 min read
Global Markets Update Are similarities with 2007 a cause for concern? Today is the tenth anniversary of the start of the global financial crisis (GFC), which triggered the worst recession since the Great Depression. Some are of the view that history may be about to... 9th August 2017 · 1 min read
