Our latest macroeconomic insights Global Markets Update How will oil prices affect Treasuries and Bunds? We expect oil prices to recover this year and next. This would exert greater upward pressure on inflation in the US than in the euro-zone and encourage the Fed to raise interest rates further while... 18th February 2016 · 1 min read Global Markets Update What’s really happening to US inflation expectations? Expectations of lower inflation have probably played only a minor role in the fall in Treasury inflation compensation – the gap between the nominal yields of conventional Treasuries and the real... 17th February 2016 · 1 min read Global Markets Update Risks of major renminbi devaluation are exaggerated The lack of clarity in China’s data and clumsy communication of policy changes have allowed many scare stories to proliferate. Nonetheless, there is little justification for fears that the renminbi is... 15th February 2016 · 1 min read Global Markets Update If 2004 was a conundrum, 2016 is even more of a puzzle Eleven years ago, Alan Greenspan described the behaviour of bond markets as a “conundrum” in testimony to the Senate. This was because long-term yields had trended lower, even as the US FOMC had... 15th February 2016 · 1 min read Pagination Previous … Page 315 Page 316 Page 317 Page 318 Current page 319 Page 320 Page 321 Page 322 Page 323 … Next
Global Markets Update How will oil prices affect Treasuries and Bunds? We expect oil prices to recover this year and next. This would exert greater upward pressure on inflation in the US than in the euro-zone and encourage the Fed to raise interest rates further while... 18th February 2016 · 1 min read
Global Markets Update What’s really happening to US inflation expectations? Expectations of lower inflation have probably played only a minor role in the fall in Treasury inflation compensation – the gap between the nominal yields of conventional Treasuries and the real... 17th February 2016 · 1 min read
Global Markets Update Risks of major renminbi devaluation are exaggerated The lack of clarity in China’s data and clumsy communication of policy changes have allowed many scare stories to proliferate. Nonetheless, there is little justification for fears that the renminbi is... 15th February 2016 · 1 min read
Global Markets Update If 2004 was a conundrum, 2016 is even more of a puzzle Eleven years ago, Alan Greenspan described the behaviour of bond markets as a “conundrum” in testimony to the Senate. This was because long-term yields had trended lower, even as the US FOMC had... 15th February 2016 · 1 min read
