Our latest macroeconomic insights Global Economics Focus What does the future hold for Bitcoin? With institutional interest in Bitcoin still growing, rising demand might drive prices significantly higher. But we still doubt that Bitcoin will take over from established fiat currencies or usurp... 27th February 2025 · 27 mins read Equities Update The S&P 500 in 2025: a five-figure fantasy? While our bullish year-end forecast of 7,000 for the S&P 500 assumes the index’s absolute valuation will approach its dotcom-era peak, that forecast is comparatively conservative based on relative... 20th February 2025 · 5 mins read Event Global Drop-In: The Fed, ECB and Bank of England March meetings 20th March 2025, 3:00PM GMT Our senior economists hosted a wrap-up of the latest policy decisions from the Fed, the ECB and the Bank of England, to answer questions from the audience about how the strategy of these banks is... Bonds Update Rising Treasury term premia and the stock-bond correlation Our base case is that Treasury term premia – and yields – rise only a little further. But we think disruptive US trade policy, among other things, poses a threat to that view and, relatedly, to... 14th February 2025 · 5 mins read Pagination Previous … Page 26 Page 27 Page 28 Page 29 Current page 30 Page 31 Page 32 Page 33 Page 34 … Next
Global Economics Focus What does the future hold for Bitcoin? With institutional interest in Bitcoin still growing, rising demand might drive prices significantly higher. But we still doubt that Bitcoin will take over from established fiat currencies or usurp... 27th February 2025 · 27 mins read
Equities Update The S&P 500 in 2025: a five-figure fantasy? While our bullish year-end forecast of 7,000 for the S&P 500 assumes the index’s absolute valuation will approach its dotcom-era peak, that forecast is comparatively conservative based on relative... 20th February 2025 · 5 mins read
Event Global Drop-In: The Fed, ECB and Bank of England March meetings 20th March 2025, 3:00PM GMT Our senior economists hosted a wrap-up of the latest policy decisions from the Fed, the ECB and the Bank of England, to answer questions from the audience about how the strategy of these banks is...
Bonds Update Rising Treasury term premia and the stock-bond correlation Our base case is that Treasury term premia – and yields – rise only a little further. But we think disruptive US trade policy, among other things, poses a threat to that view and, relatedly, to... 14th February 2025 · 5 mins read
