Our latest macroeconomic insights Global Markets Update Shanghai Discord likely to weaken the euro again Fed Chair Janet Yellen’s speech later today will, of course, be keenly watched for hints on the outlook for US interest rates. However, there have already been signs that the markets are reassessing... 29th March 2016 · 1 min read Global Markets Update Bubble trouble? Loose monetary policy increases the appeal of “risky” assets. This is a positive thing when their valuations are low, as they were in the aftermath of the financial crisis. It is, however, a... 23rd March 2016 · 1 min read Global Markets Update What next for US equities? We have revised up our forecasts for the S&P 500 slightly and now project that it will make more headway after recouping all the ground that it lost earlier this year. Nonetheless, we don’t expect the... 22nd March 2016 · 1 min read Global Markets Update Was there a “Shanghai Accord” to weaken the dollar? Speculation that G20 officials came to a tacit deal in Shanghai last month to end the “currency wars” that have boosted the US dollar fits a few of the facts, but overall makes no sense. Neither the... 18th March 2016 · 1 min read Pagination Previous … Page 312 Page 313 Page 314 Page 315 Current page 316 Page 317 Page 318 Page 319 Page 320 … Next
Global Markets Update Shanghai Discord likely to weaken the euro again Fed Chair Janet Yellen’s speech later today will, of course, be keenly watched for hints on the outlook for US interest rates. However, there have already been signs that the markets are reassessing... 29th March 2016 · 1 min read
Global Markets Update Bubble trouble? Loose monetary policy increases the appeal of “risky” assets. This is a positive thing when their valuations are low, as they were in the aftermath of the financial crisis. It is, however, a... 23rd March 2016 · 1 min read
Global Markets Update What next for US equities? We have revised up our forecasts for the S&P 500 slightly and now project that it will make more headway after recouping all the ground that it lost earlier this year. Nonetheless, we don’t expect the... 22nd March 2016 · 1 min read
Global Markets Update Was there a “Shanghai Accord” to weaken the dollar? Speculation that G20 officials came to a tacit deal in Shanghai last month to end the “currency wars” that have boosted the US dollar fits a few of the facts, but overall makes no sense. Neither the... 18th March 2016 · 1 min read
