Our latest macroeconomic insights Global Markets Update What might a ‘Brexit’ vote mean for the yen? The yen would presumably jump on safe-haven demand in response to a UK vote to leave the EU, but we would still expect the Japanese currency to end the year much weaker against the dollar. Indeed... 22nd June 2016 · 1 min read Global Markets Update Vote for Brexit may prove to be a damp squib There are good reasons to believe that the market fireworks after a UK vote to leave the EU (‘ Brexit ’) would not be as dramatic as many expect. Indeed, while the initial impact on the pound would... 16th June 2016 · 1 min read Global Markets Update Causes and consequences of a lower US equity risk premium Several factors have probably reduced the equilibrium level of the equity risk premium (ERP) in the US to a level that is well below its long-run average. Partly as a result, the stock market is... 7th June 2016 · 1 min read Global Markets Update Can EM equities continue to outperform? In contrast to equities in developed markets, those in emerging markets (EMs) have rallied since Friday’s disappointing US Employment Report caused investors to scale back their expectations for Fed... 6th June 2016 · 1 min read Pagination Previous … Page 305 Page 306 Page 307 Page 308 Current page 309 Page 310 Page 311 Page 312 Page 313 … Next
Global Markets Update What might a ‘Brexit’ vote mean for the yen? The yen would presumably jump on safe-haven demand in response to a UK vote to leave the EU, but we would still expect the Japanese currency to end the year much weaker against the dollar. Indeed... 22nd June 2016 · 1 min read
Global Markets Update Vote for Brexit may prove to be a damp squib There are good reasons to believe that the market fireworks after a UK vote to leave the EU (‘ Brexit ’) would not be as dramatic as many expect. Indeed, while the initial impact on the pound would... 16th June 2016 · 1 min read
Global Markets Update Causes and consequences of a lower US equity risk premium Several factors have probably reduced the equilibrium level of the equity risk premium (ERP) in the US to a level that is well below its long-run average. Partly as a result, the stock market is... 7th June 2016 · 1 min read
Global Markets Update Can EM equities continue to outperform? In contrast to equities in developed markets, those in emerging markets (EMs) have rallied since Friday’s disappointing US Employment Report caused investors to scale back their expectations for Fed... 6th June 2016 · 1 min read
