Our latest macroeconomic insights Global Markets Update What does the future hold for Chinese equities? Although our China Activity Proxy suggests that growth in China’s economy has picked up significantly over the past year, we expect growth to slow in the coming quarters as policy support is withdrawn... 24th March 2017 · 1 min read Global Economics Focus Is the Phillips Curve dead? The forces which have weakened the relationship between unemployment and inflation in recent decades are likely to persist, or even gather strength, in the coming years. If so, wage and price... 23rd March 2017 · 1 min read Global Markets Update How long will the bear market in Treasuries last? Although Treasury yields have fallen back a bit after this week’s anticipated tightening of US monetary policy, we think that the bear market in bonds will resume soon. If history is a guide, the 10... 17th March 2017 · 1 min read Global Markets Update Policy outlook favours local currency over dollar bonds After raising rates yesterday, we expect the Fed to continue tightening the screws and hike by more than investors are expecting over the next couple of years. However, we think that few emerging... 16th March 2017 · 1 min read Pagination Previous … Page 285 Page 286 Page 287 Page 288 Current page 289 Page 290 Page 291 Page 292 Page 293 … Next
Global Markets Update What does the future hold for Chinese equities? Although our China Activity Proxy suggests that growth in China’s economy has picked up significantly over the past year, we expect growth to slow in the coming quarters as policy support is withdrawn... 24th March 2017 · 1 min read
Global Economics Focus Is the Phillips Curve dead? The forces which have weakened the relationship between unemployment and inflation in recent decades are likely to persist, or even gather strength, in the coming years. If so, wage and price... 23rd March 2017 · 1 min read
Global Markets Update How long will the bear market in Treasuries last? Although Treasury yields have fallen back a bit after this week’s anticipated tightening of US monetary policy, we think that the bear market in bonds will resume soon. If history is a guide, the 10... 17th March 2017 · 1 min read
Global Markets Update Policy outlook favours local currency over dollar bonds After raising rates yesterday, we expect the Fed to continue tightening the screws and hike by more than investors are expecting over the next couple of years. However, we think that few emerging... 16th March 2017 · 1 min read
