Our latest macroeconomic insights Global Markets Update Renminbi weakness needs to be seen in perspective The renewed slide in the renminbi against the US dollar may revive concerns about a broad-based devaluation of the Chinese currency. However, as we have argued before, context is everything, and here... 25th May 2016 · 1 min read Global Markets Update Will EM currencies underperform as the Fed hikes? Emerging market (EM) currencies have not always underperformed during Fed tightening cycles and we do not expect them to do so this time, even as US rates rise further than is generally anticipated 25th May 2016 · 1 min read Global Markets Update Would Brexit really be a game-changer for global markets? The trends in the opinion polls and in bookmakers’ odds suggest that a UK vote to leave the EU (“ Brexit ”) would now be a major surprise. Given this, the initial uncertainty caused by Brexit would... 23rd May 2016 · 1 min read Global Markets Update How do the valuations of US and European equities stack up? Is the stock market in the US overvalued or undervalued relative to its counterpart in Europe? The answer largely depends on which metric is chosen and how earnings evolve. 23rd May 2016 · 1 min read Pagination Previous … Page 307 Page 308 Page 309 Page 310 Current page 311 Page 312 Page 313 Page 314 Page 315 … Next
Global Markets Update Renminbi weakness needs to be seen in perspective The renewed slide in the renminbi against the US dollar may revive concerns about a broad-based devaluation of the Chinese currency. However, as we have argued before, context is everything, and here... 25th May 2016 · 1 min read
Global Markets Update Will EM currencies underperform as the Fed hikes? Emerging market (EM) currencies have not always underperformed during Fed tightening cycles and we do not expect them to do so this time, even as US rates rise further than is generally anticipated 25th May 2016 · 1 min read
Global Markets Update Would Brexit really be a game-changer for global markets? The trends in the opinion polls and in bookmakers’ odds suggest that a UK vote to leave the EU (“ Brexit ”) would now be a major surprise. Given this, the initial uncertainty caused by Brexit would... 23rd May 2016 · 1 min read
Global Markets Update How do the valuations of US and European equities stack up? Is the stock market in the US overvalued or undervalued relative to its counterpart in Europe? The answer largely depends on which metric is chosen and how earnings evolve. 23rd May 2016 · 1 min read
