Our latest macroeconomic insights Global Markets Update China’s demand for Treasuries unlikely to anchor yields China has started to accumulated foreign exchange reserves again in recent months, having reduced them over the past few years. We expect reserves to continue rising, but doubt that this will weigh on... 7th June 2017 · 1 min read Global Markets Update Will euro strength put euro-zone equities under pressure? While we expect the euro to strengthen further over our forecast period, we think that equities in the euro-zone will continue to outperform those in the US, where the economic recovery is more mature... 5th June 2017 · 1 min read Global Markets Update Revising, but not renouncing, our view of US equities We have revised up our end-year forecast for the S&P 500, as the index’s surge to above 2,400 since President Trump was elected has left it well above our previous projection. Nonetheless, for now at... 1st June 2017 · 1 min read Global Markets Update Is low volatility in the Treasury market a bearish signal? There hasn’t been much action in the Treasury market since yields shot up last November after Donald Trump was elected US president. As is the case for the US stock market, though, low volatility... 24th May 2017 · 1 min read Pagination Previous … Page 282 Page 283 Page 284 Page 285 Current page 286 Page 287 Page 288 Page 289 Page 290 … Next
Global Markets Update China’s demand for Treasuries unlikely to anchor yields China has started to accumulated foreign exchange reserves again in recent months, having reduced them over the past few years. We expect reserves to continue rising, but doubt that this will weigh on... 7th June 2017 · 1 min read
Global Markets Update Will euro strength put euro-zone equities under pressure? While we expect the euro to strengthen further over our forecast period, we think that equities in the euro-zone will continue to outperform those in the US, where the economic recovery is more mature... 5th June 2017 · 1 min read
Global Markets Update Revising, but not renouncing, our view of US equities We have revised up our end-year forecast for the S&P 500, as the index’s surge to above 2,400 since President Trump was elected has left it well above our previous projection. Nonetheless, for now at... 1st June 2017 · 1 min read
Global Markets Update Is low volatility in the Treasury market a bearish signal? There hasn’t been much action in the Treasury market since yields shot up last November after Donald Trump was elected US president. As is the case for the US stock market, though, low volatility... 24th May 2017 · 1 min read
