Our latest macroeconomic insights Global Markets Update Contrasting Fed & BoJ policy to boost dollar against the yen We think that the outlook for monetary policy in the US and Japan is consistent with an even stronger dollar against the yen. We are therefore sticking to our forecast that the exchange rate will rise... 15th March 2017 · 1 min read Global Markets Update How will the markets handle faster Fed tightening? The strong US Employment Report for February has all but sealed the deal for an interest rate rise at this week’s FOMC meeting. Risky asset markets seem relatively unfazed by the prospect, given how... 13th March 2017 · 1 min read Global Markets Update Calm before another Treasury market storm? The absence of a further sell-off in the US Treasury market so far this year has called into question our forecast that the 10-year yield will rise by a percentage point during the remainder of 2017... 7th March 2017 · 1 min read Global Markets Update Economics more important than politics for US equities The fate of the US stock market tends to be determined by economics rather than by politics. As a result, it should not be surprising that shareholders have shrugged off both Trump’s recent spat with... 6th March 2017 · 1 min read Pagination Previous … Page 286 Page 287 Page 288 Page 289 Current page 290 Page 291 Page 292 Page 293 Page 294 … Next
Global Markets Update Contrasting Fed & BoJ policy to boost dollar against the yen We think that the outlook for monetary policy in the US and Japan is consistent with an even stronger dollar against the yen. We are therefore sticking to our forecast that the exchange rate will rise... 15th March 2017 · 1 min read
Global Markets Update How will the markets handle faster Fed tightening? The strong US Employment Report for February has all but sealed the deal for an interest rate rise at this week’s FOMC meeting. Risky asset markets seem relatively unfazed by the prospect, given how... 13th March 2017 · 1 min read
Global Markets Update Calm before another Treasury market storm? The absence of a further sell-off in the US Treasury market so far this year has called into question our forecast that the 10-year yield will rise by a percentage point during the remainder of 2017... 7th March 2017 · 1 min read
Global Markets Update Economics more important than politics for US equities The fate of the US stock market tends to be determined by economics rather than by politics. As a result, it should not be surprising that shareholders have shrugged off both Trump’s recent spat with... 6th March 2017 · 1 min read
