Our latest macroeconomic insights Global Markets Update Will the rally in the yen run out of steam? The yen has been the strongest of the major currencies since the end of November. Not only has Japan’s currency benefited from the recent turmoil in global financial markets, but it has also been... 11th January 2016 · 1 min read Global Markets Update Is the sell-off in EM equities really justified? The latest sell-off in equity markets in the emerging world is largely due to bad communication by the People’s Bank of China. Indeed, with many emerging market (EM) economies showing some signs of... 7th January 2016 · 1 min read Global Markets Update On the link between US economic, equity and credit cycles An increase in Moody’s seasoned Baa-rated US corporate bond yield preceded all seven recessions that have taken place in the US in the past fifty years. What’s more, in six of those cases, the... 7th January 2016 · 1 min read Global Markets Update What to make of renewed intervention in China Renewed intervention by the authorities in China may not be enough to prevent further falls in local equity markets, but even in the event of a sell-off the macroeconomic consequences should be small... 6th January 2016 · 1 min read Pagination Previous … Page 320 Page 321 Page 322 Page 323 Current page 324 Page 325 Page 326 Page 327 Page 328 … Next
Global Markets Update Will the rally in the yen run out of steam? The yen has been the strongest of the major currencies since the end of November. Not only has Japan’s currency benefited from the recent turmoil in global financial markets, but it has also been... 11th January 2016 · 1 min read
Global Markets Update Is the sell-off in EM equities really justified? The latest sell-off in equity markets in the emerging world is largely due to bad communication by the People’s Bank of China. Indeed, with many emerging market (EM) economies showing some signs of... 7th January 2016 · 1 min read
Global Markets Update On the link between US economic, equity and credit cycles An increase in Moody’s seasoned Baa-rated US corporate bond yield preceded all seven recessions that have taken place in the US in the past fifty years. What’s more, in six of those cases, the... 7th January 2016 · 1 min read
Global Markets Update What to make of renewed intervention in China Renewed intervention by the authorities in China may not be enough to prevent further falls in local equity markets, but even in the event of a sell-off the macroeconomic consequences should be small... 6th January 2016 · 1 min read
