Our latest macroeconomic insights Global Markets Update Economics, not elections, the key to US equity performance The outcome of forthcoming elections in the US is unlikely to have a major bearing on the performance of its stock market, if history is a useful guide. Economics will matter more than politics. 26th September 2016 · 1 min read Global Markets Update Market implications of the BoJ’s policy changes Rather than loosen policy outright on Wednesday, the Bank of Japan (BoJ) made changes to its existing policy framework, some of which are designed to lessen side effects on the financial sector. It is... 21st September 2016 · 1 min read Global Markets Update Should we be concerned about bonds in Asia? The stripped spreads of dollar-denominated government bonds in Asia are nearing the lows seen prior to both the Asian and Global Financial Crises, but we do not think this signals that another major... 20th September 2016 · 1 min read Global Markets Update What are US OIS rates really telling us about future Fed policy? US overnight indexed swap (OIS) rates have been driven down by a confluence of factors, some of which are unrelated to expectations for conventional monetary policy. As a result, caution should be... 16th September 2016 · 1 min read Pagination Previous … Page 298 Page 299 Page 300 Page 301 Current page 302 Page 303 Page 304 Page 305 Page 306 … Next
Global Markets Update Economics, not elections, the key to US equity performance The outcome of forthcoming elections in the US is unlikely to have a major bearing on the performance of its stock market, if history is a useful guide. Economics will matter more than politics. 26th September 2016 · 1 min read
Global Markets Update Market implications of the BoJ’s policy changes Rather than loosen policy outright on Wednesday, the Bank of Japan (BoJ) made changes to its existing policy framework, some of which are designed to lessen side effects on the financial sector. It is... 21st September 2016 · 1 min read
Global Markets Update Should we be concerned about bonds in Asia? The stripped spreads of dollar-denominated government bonds in Asia are nearing the lows seen prior to both the Asian and Global Financial Crises, but we do not think this signals that another major... 20th September 2016 · 1 min read
Global Markets Update What are US OIS rates really telling us about future Fed policy? US overnight indexed swap (OIS) rates have been driven down by a confluence of factors, some of which are unrelated to expectations for conventional monetary policy. As a result, caution should be... 16th September 2016 · 1 min read
