Our latest macroeconomic insights Global Markets Update Will European bonds fare better than US Treasuries? In the wake of Donald Trump’s victory in the US presidential election, we are nudging up our forecasts for government bond yields in Europe. But we still don’t expect that they will rise as fast as in... 14th November 2016 · 1 min read Global Markets Update New – even more bearish – forecasts for Treasuries We are revising our forecasts for US Treasuries in response to the possibility of a large fiscal stimulus under a Trump administration. We are, however, retaining our forecasts for the S&P 500. 11th November 2016 · 1 min read Global Markets Update Brexit minus, minus, minus? The initial reaction in the markets to Donald Trump’s victory has not been as large as we expected and many of the moves have now been largely unwound. Nonetheless, the rebounds that we have seen are... 9th November 2016 · 1 min read Global Markets Update Final thoughts on the day of the US presidential election A victory for Hillary Clinton in today’s presidential election is now heavily discounted. As a result, it would trigger far less of a response in the markets than a surprise win for Donald Trump. In... 8th November 2016 · 1 min read Pagination Previous … Page 294 Page 295 Page 296 Page 297 Current page 298 Page 299 Page 300 Page 301 Page 302 … Next
Global Markets Update Will European bonds fare better than US Treasuries? In the wake of Donald Trump’s victory in the US presidential election, we are nudging up our forecasts for government bond yields in Europe. But we still don’t expect that they will rise as fast as in... 14th November 2016 · 1 min read
Global Markets Update New – even more bearish – forecasts for Treasuries We are revising our forecasts for US Treasuries in response to the possibility of a large fiscal stimulus under a Trump administration. We are, however, retaining our forecasts for the S&P 500. 11th November 2016 · 1 min read
Global Markets Update Brexit minus, minus, minus? The initial reaction in the markets to Donald Trump’s victory has not been as large as we expected and many of the moves have now been largely unwound. Nonetheless, the rebounds that we have seen are... 9th November 2016 · 1 min read
Global Markets Update Final thoughts on the day of the US presidential election A victory for Hillary Clinton in today’s presidential election is now heavily discounted. As a result, it would trigger far less of a response in the markets than a surprise win for Donald Trump. In... 8th November 2016 · 1 min read
