Our latest macroeconomic insights Global Markets Update What if the Fed does hike again in June? Our central forecast is that US interest rates will be raised twice this year, probably in September and December, but we suspect that the chances of a hike on 15th June are rather higher than the 30%... 19th May 2016 · 1 min read Global Markets Update Will “other forces” keep US Treasury yields down? US Treasury yields continue to be depressed by other forces besides the expectation that the federal funds rate will remain very low in the future. Some of these forces are likely to persist over the... 18th May 2016 · 1 min read Global Markets Update Will rising Treasury yields rattle EMs next year? We now think that the 10-year US Treasury yield will rise by about 100bp in 2017. Nonetheless, unlike previous occassions when it has risen sharply, we doubt that it will lead to a crisis in emerging... 17th May 2016 · 1 min read Global Markets Update What’s going on with EM currencies? After staging a decent recovery this year, almost all EM currencies have weakened against the US dollar so far this month. Some may weaken a little further, but we think a large sell-off is unlikely. 17th May 2016 · 1 min read Pagination Previous … Page 308 Page 309 Page 310 Page 311 Current page 312 Page 313 Page 314 Page 315 Page 316 … Next
Global Markets Update What if the Fed does hike again in June? Our central forecast is that US interest rates will be raised twice this year, probably in September and December, but we suspect that the chances of a hike on 15th June are rather higher than the 30%... 19th May 2016 · 1 min read
Global Markets Update Will “other forces” keep US Treasury yields down? US Treasury yields continue to be depressed by other forces besides the expectation that the federal funds rate will remain very low in the future. Some of these forces are likely to persist over the... 18th May 2016 · 1 min read
Global Markets Update Will rising Treasury yields rattle EMs next year? We now think that the 10-year US Treasury yield will rise by about 100bp in 2017. Nonetheless, unlike previous occassions when it has risen sharply, we doubt that it will lead to a crisis in emerging... 17th May 2016 · 1 min read
Global Markets Update What’s going on with EM currencies? After staging a decent recovery this year, almost all EM currencies have weakened against the US dollar so far this month. Some may weaken a little further, but we think a large sell-off is unlikely. 17th May 2016 · 1 min read
