Our latest macroeconomic insights Global Markets Update We still expect euro-zone and UK equities to rebound We are nudging down our end-2016 forecasts for the euro-zone and UK stock indices in light of the recent market turmoil. Nevertheless, we still expect them to rebound. 12th February 2016 · 1 min read Global Markets Update Where next for Argentine bonds? The medium-term outlook for Argentina’s economy has undoubtedly improved since the election of President Macri, but we see little room for the rally in the bond market to continue. Indeed, with a lot... 12th February 2016 · 1 min read Global Markets Update What can Japan do about a stronger yen? The surge in the yen against the US dollar has understandably raised expectations of further action to weaken the Japanese currency. We think the Bank of Japan is unlikely to intervene directly in the... 11th February 2016 · 1 min read Global Markets Update Sticking to our view that the US stock market will rebound We are pulling down our forecasts for the S&P 500. Nonetheless, our new projections still imply significant gains from the index’s current level. We are not tempted to throw in the towel and project a... 9th February 2016 · 1 min read Pagination Previous … Page 316 Page 317 Page 318 Page 319 Current page 320 Page 321 Page 322 Page 323 Page 324 … Next
Global Markets Update We still expect euro-zone and UK equities to rebound We are nudging down our end-2016 forecasts for the euro-zone and UK stock indices in light of the recent market turmoil. Nevertheless, we still expect them to rebound. 12th February 2016 · 1 min read
Global Markets Update Where next for Argentine bonds? The medium-term outlook for Argentina’s economy has undoubtedly improved since the election of President Macri, but we see little room for the rally in the bond market to continue. Indeed, with a lot... 12th February 2016 · 1 min read
Global Markets Update What can Japan do about a stronger yen? The surge in the yen against the US dollar has understandably raised expectations of further action to weaken the Japanese currency. We think the Bank of Japan is unlikely to intervene directly in the... 11th February 2016 · 1 min read
Global Markets Update Sticking to our view that the US stock market will rebound We are pulling down our forecasts for the S&P 500. Nonetheless, our new projections still imply significant gains from the index’s current level. We are not tempted to throw in the towel and project a... 9th February 2016 · 1 min read
