Our latest macroeconomic insights 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 Global Markets Update Will commodities be top of the flops again in 2016? 2015 was a year to forget for most investors. Commodities were routed ... again. Equities struggled, especially in emerging markets. And bonds generally failed to shine. There should be more to cheer... 4th January 2016 · 1 min read Global Markets Update Spanish government bonds to weather political uncertainty The better-than-expected showing from Podemos in Sunday’s general election looks likely to usher in a period of political uncertainty in Spain, which could lead to an anti-austerity government in the... 22nd December 2015 · 1 min read Global Markets Update Japanese equities to outperform again as yen falls further A combination of fading fears over China and additional yen weakness, as the Bank of Japan steps up the pace of its asset purchases, should allow Japanese equities to outperform their US peers in 2016... 18th December 2015 · 1 min read Pagination Previous … Page 321 Page 322 Page 323 Page 324 Current page 325 Page 326 Page 327 Page 328 Page 329 … Next
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
Global Markets Update Will commodities be top of the flops again in 2016? 2015 was a year to forget for most investors. Commodities were routed ... again. Equities struggled, especially in emerging markets. And bonds generally failed to shine. There should be more to cheer... 4th January 2016 · 1 min read
Global Markets Update Spanish government bonds to weather political uncertainty The better-than-expected showing from Podemos in Sunday’s general election looks likely to usher in a period of political uncertainty in Spain, which could lead to an anti-austerity government in the... 22nd December 2015 · 1 min read
Global Markets Update Japanese equities to outperform again as yen falls further A combination of fading fears over China and additional yen weakness, as the Bank of Japan steps up the pace of its asset purchases, should allow Japanese equities to outperform their US peers in 2016... 18th December 2015 · 1 min read
