Our latest macroeconomic insights Global Markets Update Will US corporate credit spreads stay low? US corporate credit spreads surged three years or so ago after falling to the levels that they have approached again recently. Nonetheless, we doubt that history is about to repeat itself. 24th July 2017 · 1 min read Global Markets Update Low volatility doesn’t mean EM equities are bound to fall The volatility of the MSCI Emerging Markets (EM) Index has plunged, as the index has climbed steadily to an all-time high in local currency terms. But these developments need not inevitably unwind... 18th July 2017 · 1 min read Global Markets Update Will euro-zone peripheral bonds shrug off ECB tapering? Government bond yields have risen recently by more in Germany than in some “peripheral” countries of the euro-zone. This has happened even though the sell-off in bonds has been caused by concerns that... 14th July 2017 · 1 min read Global Markets Update Are US equities actually undervalued? It is two decades since the Fed compared the yields of US government bonds and equities in its semiannual report to Congress, the next instalment of which Janet Yellen will deliver tomorrow. A... 11th July 2017 · 1 min read Pagination Previous … Page 279 Page 280 Page 281 Page 282 Current page 283 Page 284 Page 285 Page 286 Page 287 … Next
Global Markets Update Will US corporate credit spreads stay low? US corporate credit spreads surged three years or so ago after falling to the levels that they have approached again recently. Nonetheless, we doubt that history is about to repeat itself. 24th July 2017 · 1 min read
Global Markets Update Low volatility doesn’t mean EM equities are bound to fall The volatility of the MSCI Emerging Markets (EM) Index has plunged, as the index has climbed steadily to an all-time high in local currency terms. But these developments need not inevitably unwind... 18th July 2017 · 1 min read
Global Markets Update Will euro-zone peripheral bonds shrug off ECB tapering? Government bond yields have risen recently by more in Germany than in some “peripheral” countries of the euro-zone. This has happened even though the sell-off in bonds has been caused by concerns that... 14th July 2017 · 1 min read
Global Markets Update Are US equities actually undervalued? It is two decades since the Fed compared the yields of US government bonds and equities in its semiannual report to Congress, the next instalment of which Janet Yellen will deliver tomorrow. A... 11th July 2017 · 1 min read