Our latest macroeconomic insights Global Markets Update Will the hunt for yield soon be over? We think that the hunt for yield will end soon, as the available return on US Treasuries rises in response to tighter Fed policy than investors are anticipating. This probably wouldn’t result in the... 12th May 2017 · 1 min read Global Economics Focus Is central bank independence under threat? Despite the criticisms levelled at them over the past year, central banks are not likely to be stripped of their independence anytime soon, or have their mandates radically changed. Politicians who... 10th May 2017 · 1 min read Global Markets Update How would markets react to a Macron victory? Investors breathed a sigh of relief after Emmanuel Macron claimed the largest share of the vote in the first round of the French presidential election, and there is scope for a further rally if, as... 5th May 2017 · 1 min read Global Markets Update Trump’s tax tweaks don’t alter our cautious view of US equities President Trump’s latest proposal for tax reform does not provide us with a reason to alter our forecast that the S&P 500 will end this year lower than it is now, as margins are squeezed by rising... 27th April 2017 · 1 min read Pagination Previous … Page 283 Page 284 Page 285 Page 286 Current page 287 Page 288 Page 289 Page 290 Page 291 … Next
Global Markets Update Will the hunt for yield soon be over? We think that the hunt for yield will end soon, as the available return on US Treasuries rises in response to tighter Fed policy than investors are anticipating. This probably wouldn’t result in the... 12th May 2017 · 1 min read
Global Economics Focus Is central bank independence under threat? Despite the criticisms levelled at them over the past year, central banks are not likely to be stripped of their independence anytime soon, or have their mandates radically changed. Politicians who... 10th May 2017 · 1 min read
Global Markets Update How would markets react to a Macron victory? Investors breathed a sigh of relief after Emmanuel Macron claimed the largest share of the vote in the first round of the French presidential election, and there is scope for a further rally if, as... 5th May 2017 · 1 min read
Global Markets Update Trump’s tax tweaks don’t alter our cautious view of US equities President Trump’s latest proposal for tax reform does not provide us with a reason to alter our forecast that the S&P 500 will end this year lower than it is now, as margins are squeezed by rising... 27th April 2017 · 1 min read
