Our latest macroeconomic insights Global Markets Update Do high valuations signal a crash in asset prices? The valuations of many assets now look stretched in a historical context. For example, the price/earnings ratio of the US stock market is now far above its very long-run average, and the spreads of... 3rd March 2017 · 1 min read Global Markets Update What next for US equities and bonds? Although US equities have surged and US government bonds have rallied since Donald Trump entered the White House, we don’t expect this pattern to continue. 27th February 2017 · 1 min read Global Markets Update Rebound in EM currencies unlikely to last Having lost ground against the dollar in the aftermath of the US elections, emerging market (EM) currencies have staged a recovery since President Trump’s inauguration. Nonetheless, we still expect... 24th February 2017 · 1 min read Global Markets Update How will equities react to Trump’s “phenomenal” tax plan? An overhaul of the US corporate tax code would probably provide a net boost to S&P 500 earnings. Nonetheless, we suspect that it would be small and that it has now been largely discounted in equity... 23rd February 2017 · 1 min read Pagination Previous … Page 287 Page 288 Page 289 Page 290 Current page 291 Page 292 Page 293 Page 294 Page 295 … Next
Global Markets Update Do high valuations signal a crash in asset prices? The valuations of many assets now look stretched in a historical context. For example, the price/earnings ratio of the US stock market is now far above its very long-run average, and the spreads of... 3rd March 2017 · 1 min read
Global Markets Update What next for US equities and bonds? Although US equities have surged and US government bonds have rallied since Donald Trump entered the White House, we don’t expect this pattern to continue. 27th February 2017 · 1 min read
Global Markets Update Rebound in EM currencies unlikely to last Having lost ground against the dollar in the aftermath of the US elections, emerging market (EM) currencies have staged a recovery since President Trump’s inauguration. Nonetheless, we still expect... 24th February 2017 · 1 min read
Global Markets Update How will equities react to Trump’s “phenomenal” tax plan? An overhaul of the US corporate tax code would probably provide a net boost to S&P 500 earnings. Nonetheless, we suspect that it would be small and that it has now been largely discounted in equity... 23rd February 2017 · 1 min read
