Our latest macroeconomic insights Global Markets Update EM markets to rebound once fears about China ease Financial markets in South Korea, Malaysia and commodity-producing EMs will probably continue to suffer the biggest losses if the renminbi depreciates further against the dollar. But we doubt that the... 12th August 2015 · 1 min read Global Markets Update How vulnerable are US Treasuries to banks’ waning demand? One factor that purportedly prevented US government bond yields from rising in 2014 was banks’ increased appetite for Treasuries, which has waned this year. While other factors could continue to exert... 12th August 2015 · 1 min read Global Markets Update Renminbi “devaluation” may not be such a big deal Today’s reduction in the daily reference rate for the renminbi has been widely interpreted as the first of many moves whose main purpose is to regain competiveness by devaluing the Chinese currency... 11th August 2015 · 1 min read Global Markets Update Copper prices could eventually boost equities in Chile and Peru Our bullish view on copper prices suggests that stock markets in Chile and Peru could outperform over the medium-term, but persistently low oil prices look set to be an unwanted headwind for equities... 5th August 2015 · 1 min read Pagination Previous … Page 338 Page 339 Page 340 Page 341 Current page 342 Page 343 Page 344 Page 345 Page 346 … Next
Global Markets Update EM markets to rebound once fears about China ease Financial markets in South Korea, Malaysia and commodity-producing EMs will probably continue to suffer the biggest losses if the renminbi depreciates further against the dollar. But we doubt that the... 12th August 2015 · 1 min read
Global Markets Update How vulnerable are US Treasuries to banks’ waning demand? One factor that purportedly prevented US government bond yields from rising in 2014 was banks’ increased appetite for Treasuries, which has waned this year. While other factors could continue to exert... 12th August 2015 · 1 min read
Global Markets Update Renminbi “devaluation” may not be such a big deal Today’s reduction in the daily reference rate for the renminbi has been widely interpreted as the first of many moves whose main purpose is to regain competiveness by devaluing the Chinese currency... 11th August 2015 · 1 min read
Global Markets Update Copper prices could eventually boost equities in Chile and Peru Our bullish view on copper prices suggests that stock markets in Chile and Peru could outperform over the medium-term, but persistently low oil prices look set to be an unwanted headwind for equities... 5th August 2015 · 1 min read