Our latest macroeconomic insights Global Markets Update Treasury yields set to rise (even if first rate hike is in Q1) Whether or not the FOMC decides to raise rates for the first time in December or early next year, we think Treasury yields will climb from their current levels for two key reasons. 3rd November 2015 · 1 min read Global Markets Update Turkish relief rally unlikely to last The relief rally in Turkish markets is likely to fizzle out before long as it becomes clear that the AK Party will deliver more of the same. Our expectation is that equities will lag behind those... 2nd November 2015 · 1 min read Global Markets Update Fed tightening wouldn’t let the ECB or BoJ off the hook Some commentators have suggested that the prospect of an earlier rate hike from the Fed and the resulting appreciation of the US dollar will significantly reduce the pressure on the ECB and BoJ to... 30th October 2015 · 1 min read Global Markets Update Rising portfolio investment another positive for EM markets Notwithstanding the risk of occasional hiccups, portfolio flows should support decent returns in EM financial markets during the next couple of years. 29th October 2015 · 1 min read Pagination Previous … Page 327 Page 328 Page 329 Page 330 Current page 331 Page 332 Page 333 Page 334 Page 335 … Next
Global Markets Update Treasury yields set to rise (even if first rate hike is in Q1) Whether or not the FOMC decides to raise rates for the first time in December or early next year, we think Treasury yields will climb from their current levels for two key reasons. 3rd November 2015 · 1 min read
Global Markets Update Turkish relief rally unlikely to last The relief rally in Turkish markets is likely to fizzle out before long as it becomes clear that the AK Party will deliver more of the same. Our expectation is that equities will lag behind those... 2nd November 2015 · 1 min read
Global Markets Update Fed tightening wouldn’t let the ECB or BoJ off the hook Some commentators have suggested that the prospect of an earlier rate hike from the Fed and the resulting appreciation of the US dollar will significantly reduce the pressure on the ECB and BoJ to... 30th October 2015 · 1 min read
Global Markets Update Rising portfolio investment another positive for EM markets Notwithstanding the risk of occasional hiccups, portfolio flows should support decent returns in EM financial markets during the next couple of years. 29th October 2015 · 1 min read
