Our latest macroeconomic insights Global Markets Update Will EM dollar-denominated bonds continue to underperform? Dollar-denominated government bonds have suffered disproportionately during the emerging market sell-off since Donald Trump won the US presidential election. We expect dollar-denominated bonds to... 18th November 2016 · 1 min read Global Markets Update What next for US corporate bonds? We think that the resilience of US corporate bonds since Donald Trump won the race to the White House is a sign of things to come, even as the Fed tightens monetary policy significantly. 17th November 2016 · 1 min read Global Economics Focus World trade in the Trump era The election of Donald Trump is the clearest expression so far of the growing anti-globalisation sentiment across advanced economies. Initially at least, we think that his bark will prove to be worse... 16th November 2016 · 1 min read Global Markets Update Tweaking our EM markets forecasts The slump in emerging markets (EMs) since Donald Trump pulled off the shock of the century has so far been relatively mild, and we are not making wholesale changes to our forecasts. Trump’s victory... 15th November 2016 · 1 min read Pagination Previous … Page 293 Page 294 Page 295 Page 296 Current page 297 Page 298 Page 299 Page 300 Page 301 … Next
Global Markets Update Will EM dollar-denominated bonds continue to underperform? Dollar-denominated government bonds have suffered disproportionately during the emerging market sell-off since Donald Trump won the US presidential election. We expect dollar-denominated bonds to... 18th November 2016 · 1 min read
Global Markets Update What next for US corporate bonds? We think that the resilience of US corporate bonds since Donald Trump won the race to the White House is a sign of things to come, even as the Fed tightens monetary policy significantly. 17th November 2016 · 1 min read
Global Economics Focus World trade in the Trump era The election of Donald Trump is the clearest expression so far of the growing anti-globalisation sentiment across advanced economies. Initially at least, we think that his bark will prove to be worse... 16th November 2016 · 1 min read
Global Markets Update Tweaking our EM markets forecasts The slump in emerging markets (EMs) since Donald Trump pulled off the shock of the century has so far been relatively mild, and we are not making wholesale changes to our forecasts. Trump’s victory... 15th November 2016 · 1 min read
