Our latest macroeconomic insights Global Markets Update After “taper tantrum”, is “reinvestment rage” next? The US Treasury market has shrugged off the news in the latest FOMC minutes that the Committee may begin to alter its reinvestment policy later this year. Nonetheless, we still expect a reduction in... 6th April 2017 · 1 min read Global Markets Update New forecasts for bonds and currencies We have revised some of our forecasts for developed market government bonds and exchange rates to take account of current market levels and our latest thinking on monetary policy. We now project a... 4th April 2017 · 1 min read Global Markets Update Should investors be reassured by confident US consumers? Yesterday’s surge in the Conference Board’s index of US consumer confidence to a 16-year high of 125.6 is not, in our view, a reason to be positive about the outlook for the stock market. Our end-2017... 29th March 2017 · 1 min read Global Markets Update Will equities in EMs continue to outperform those elsewhere? Emerging market (EM) equities have gained more ground, despite the Trump “reflation” trade in the US stock market faltering. But we doubt that they will continue to perform so well for long. 28th March 2017 · 1 min read Pagination Previous … Page 284 Page 285 Page 286 Page 287 Current page 288 Page 289 Page 290 Page 291 Page 292 … Next
Global Markets Update After “taper tantrum”, is “reinvestment rage” next? The US Treasury market has shrugged off the news in the latest FOMC minutes that the Committee may begin to alter its reinvestment policy later this year. Nonetheless, we still expect a reduction in... 6th April 2017 · 1 min read
Global Markets Update New forecasts for bonds and currencies We have revised some of our forecasts for developed market government bonds and exchange rates to take account of current market levels and our latest thinking on monetary policy. We now project a... 4th April 2017 · 1 min read
Global Markets Update Should investors be reassured by confident US consumers? Yesterday’s surge in the Conference Board’s index of US consumer confidence to a 16-year high of 125.6 is not, in our view, a reason to be positive about the outlook for the stock market. Our end-2017... 29th March 2017 · 1 min read
Global Markets Update Will equities in EMs continue to outperform those elsewhere? Emerging market (EM) equities have gained more ground, despite the Trump “reflation” trade in the US stock market faltering. But we doubt that they will continue to perform so well for long. 28th March 2017 · 1 min read
