Our latest macroeconomic insights Global Markets Update Why aren’t the markets more worried about the renminbi? China’s currency continues to weaken and has now fallen by around 7% on a trade-weighted basis this year. But while past episodes of renminbi (RMB) depreciation have rattled global markets, they have... 23rd August 2016 · 1 min read Global Markets Update Too soon to sound the “all clear” on Brexit risks In the last few days there has been a lively debate in the UK media over whether Brexit ‘Armageddon’ has been avoided. Our view is that it is far too early to say for sure and that sterling in... 22nd August 2016 · 1 min read Global Markets Update Are Treasuries vulnerable to waning demand from overseas? A sharp increase in the cost of hedging has diminished the appeal of Treasuries to many foreign investors, especially those whose funds are denominated in yen and euros. This is potentially... 16th August 2016 · 1 min read Global Markets Update China adds to the outperformance of EM equities Whereas the collapse in Chinese equity prices sent global markets into meltdown last summer, they have begun to drive the outperformance of the MSCI Emerging Markets Index in recent weeks. A shift in... 12th August 2016 · 1 min read Pagination Previous … Page 301 Page 302 Page 303 Page 304 Current page 305 Page 306 Page 307 Page 308 Page 309 … Next
Global Markets Update Why aren’t the markets more worried about the renminbi? China’s currency continues to weaken and has now fallen by around 7% on a trade-weighted basis this year. But while past episodes of renminbi (RMB) depreciation have rattled global markets, they have... 23rd August 2016 · 1 min read
Global Markets Update Too soon to sound the “all clear” on Brexit risks In the last few days there has been a lively debate in the UK media over whether Brexit ‘Armageddon’ has been avoided. Our view is that it is far too early to say for sure and that sterling in... 22nd August 2016 · 1 min read
Global Markets Update Are Treasuries vulnerable to waning demand from overseas? A sharp increase in the cost of hedging has diminished the appeal of Treasuries to many foreign investors, especially those whose funds are denominated in yen and euros. This is potentially... 16th August 2016 · 1 min read
Global Markets Update China adds to the outperformance of EM equities Whereas the collapse in Chinese equity prices sent global markets into meltdown last summer, they have begun to drive the outperformance of the MSCI Emerging Markets Index in recent weeks. A shift in... 12th August 2016 · 1 min read