Our latest macroeconomic insights Global Markets Update How will the outcome of the US election affect the dollar? Whoever wins the US presidential election, the recent uneven performance of the US dollar is likely to continue. If – as seems increasingly likely – Hillary Clinton emerges victorious, we would expect... 7th November 2016 · 1 min read Global Markets Update Would a Trump win really be bad for the S&P 500? The consensus is that a victory for Donald Trump in next Tuesday’s presidential election would deal a lasting blow to the US stock market. Our sense, though, is that the performance of the S&P 500... 2nd November 2016 · 1 min read Global Markets Update Will Brazilian equities continue to outperform After seasonal adjustment, house prices on the Core-Logic measure jumped by 1.4% m/m in September. That reading will almost certainly be revised down next month, but even so it is clear that house... 1st November 2016 · 1 min read Global Markets Update Have EM currency investors forgotten about the Fed? Emerging market (EM) currencies have decoupled from broader movements in the US dollar in recent months despite a growing sense that the Fed will hike rates again before year-end. A realisation that... 26th October 2016 · 1 min read Pagination Previous … Page 295 Page 296 Page 297 Page 298 Current page 299 Page 300 Page 301 Page 302 Page 303 … Next
Global Markets Update How will the outcome of the US election affect the dollar? Whoever wins the US presidential election, the recent uneven performance of the US dollar is likely to continue. If – as seems increasingly likely – Hillary Clinton emerges victorious, we would expect... 7th November 2016 · 1 min read
Global Markets Update Would a Trump win really be bad for the S&P 500? The consensus is that a victory for Donald Trump in next Tuesday’s presidential election would deal a lasting blow to the US stock market. Our sense, though, is that the performance of the S&P 500... 2nd November 2016 · 1 min read
Global Markets Update Will Brazilian equities continue to outperform After seasonal adjustment, house prices on the Core-Logic measure jumped by 1.4% m/m in September. That reading will almost certainly be revised down next month, but even so it is clear that house... 1st November 2016 · 1 min read
Global Markets Update Have EM currency investors forgotten about the Fed? Emerging market (EM) currencies have decoupled from broader movements in the US dollar in recent months despite a growing sense that the Fed will hike rates again before year-end. A realisation that... 26th October 2016 · 1 min read
