Our latest macroeconomic insights Global Markets Update Rising inflation expectations to lift Treasury yields further While US break-even inflation rates have recently risen, this appears primarily to reflect increased uncertainty about the inflation outlook. As actual expectations for inflation rise and investors... 16th February 2017 · 1 min read Global Markets Update Will rising metals prices continue to boost EM equities? The latest rise in industrial metals prices has provided a welcome fillip to emerging market equities, which are now at their highest level for more than a year and a half. However, we think that this... 15th February 2017 · 1 min read Global Markets Update Will the Japanese keep shunning Treasuries? The news that Japanese investors have been selling large amounts of US Treasuries reinforces our view that reduced appetite from overseas investors will play a role in driving up their yields this... 13th February 2017 · 1 min read Global Economics Focus Trump, China and the world in 2017 In this Focus we consider the outlook for the world economy this year and next, in light of two of the biggest concerns which have preoccupied investors in recent months: US economic policy under... 2nd February 2017 · 1 min read Pagination Previous … Page 288 Page 289 Page 290 Page 291 Current page 292 Page 293 Page 294 Page 295 Page 296 … Next
Global Markets Update Rising inflation expectations to lift Treasury yields further While US break-even inflation rates have recently risen, this appears primarily to reflect increased uncertainty about the inflation outlook. As actual expectations for inflation rise and investors... 16th February 2017 · 1 min read
Global Markets Update Will rising metals prices continue to boost EM equities? The latest rise in industrial metals prices has provided a welcome fillip to emerging market equities, which are now at their highest level for more than a year and a half. However, we think that this... 15th February 2017 · 1 min read
Global Markets Update Will the Japanese keep shunning Treasuries? The news that Japanese investors have been selling large amounts of US Treasuries reinforces our view that reduced appetite from overseas investors will play a role in driving up their yields this... 13th February 2017 · 1 min read
Global Economics Focus Trump, China and the world in 2017 In this Focus we consider the outlook for the world economy this year and next, in light of two of the biggest concerns which have preoccupied investors in recent months: US economic policy under... 2nd February 2017 · 1 min read
