Our latest macroeconomic insights Global Markets Update What should we make of the latest decline in TIPS yields? The real yields of US Treasury Inflation Protected Securities (TIPS) have fallen since the US stock market hit a trough on 11 th February. The likely explanation is that investors have become more... 3rd March 2016 · 1 min read Global Markets Update More evidence that the tide is turning in EM equity markets Emerging market (EM) equities have performed well in recent days, buoyed by rising commodity prices and an increase in purchases by foreign investors. We remain upbeat and still expect the MSCI... 2nd March 2016 · 1 min read Global Markets Update How big is the Brexit premium? We estimate that sterling would rebound from $1.39 to $1.50 against the dollar if the UK voted today to remain a member of the EU. But if a similar move occurs in response to a vote to stay in the... 24th February 2016 · 1 min read Global Markets Update Did the US stock market send a false signal again? The US stock market has made significant gains since hitting a trough on the 11th February. We expect it to make more headway as the news from China improves, and do not think that its prior slide... 22nd February 2016 · 1 min read Pagination Previous … Page 314 Page 315 Page 316 Page 317 Current page 318 Page 319 Page 320 Page 321 Page 322 … Next
Global Markets Update What should we make of the latest decline in TIPS yields? The real yields of US Treasury Inflation Protected Securities (TIPS) have fallen since the US stock market hit a trough on 11 th February. The likely explanation is that investors have become more... 3rd March 2016 · 1 min read
Global Markets Update More evidence that the tide is turning in EM equity markets Emerging market (EM) equities have performed well in recent days, buoyed by rising commodity prices and an increase in purchases by foreign investors. We remain upbeat and still expect the MSCI... 2nd March 2016 · 1 min read
Global Markets Update How big is the Brexit premium? We estimate that sterling would rebound from $1.39 to $1.50 against the dollar if the UK voted today to remain a member of the EU. But if a similar move occurs in response to a vote to stay in the... 24th February 2016 · 1 min read
Global Markets Update Did the US stock market send a false signal again? The US stock market has made significant gains since hitting a trough on the 11th February. We expect it to make more headway as the news from China improves, and do not think that its prior slide... 22nd February 2016 · 1 min read
