Our latest macroeconomic insights Global Markets Update Are EM equities just a play on oil? An increase in the price of oil in the past day or two has helped at least some equity markets in the emerging world to snap their poor start to the second quarter. We doubt that oil prices will climb... 7th April 2016 · 1 min read Global Markets Update Renminbi still likely to weaken further against the US dollar The appreciation of China’s currency against the US dollar this year, while small, has confounded market fears of a substantial devaluation . Nonetheless, even if the PBOC continues to target broad... 6th April 2016 · 1 min read Global Markets Update How much longer will yen strength weigh on the Nikkei? April may prove to be a crunch month for our view that renewed currency weakness will allow Japanese equities to outperform again. If the yen fails to drop back in response to further monetary easing... 5th April 2016 · 1 min read Global Markets Update Yellen remarks underline the pivotal role of oil prices Despite the dovish spin put on Janet Yellen’s latest remarks, global markets will probably stillhave to contend with more Fed tightening this year. However, the prices of many commodities, including... 30th March 2016 · 1 min read Pagination Previous … Page 311 Page 312 Page 313 Page 314 Current page 315 Page 316 Page 317 Page 318 Page 319 … Next
Global Markets Update Are EM equities just a play on oil? An increase in the price of oil in the past day or two has helped at least some equity markets in the emerging world to snap their poor start to the second quarter. We doubt that oil prices will climb... 7th April 2016 · 1 min read
Global Markets Update Renminbi still likely to weaken further against the US dollar The appreciation of China’s currency against the US dollar this year, while small, has confounded market fears of a substantial devaluation . Nonetheless, even if the PBOC continues to target broad... 6th April 2016 · 1 min read
Global Markets Update How much longer will yen strength weigh on the Nikkei? April may prove to be a crunch month for our view that renewed currency weakness will allow Japanese equities to outperform again. If the yen fails to drop back in response to further monetary easing... 5th April 2016 · 1 min read
Global Markets Update Yellen remarks underline the pivotal role of oil prices Despite the dovish spin put on Janet Yellen’s latest remarks, global markets will probably stillhave to contend with more Fed tightening this year. However, the prices of many commodities, including... 30th March 2016 · 1 min read
