Our latest macroeconomic insights Global Markets Update What explains the recovery in the euro? Despite the crisis in Greece the euro remains near multi-week highs against the dollar. Some have suggested that the euro has actually benefited from the uncertainty, due to the unwinding of short... 22nd June 2015 · 1 min read Global Markets Update New forecasts for US Treasuries We have revised up our end-2015 and end-2016 forecasts for the 10-year US Treasury yield by 50bp each, to 3.0% and 3.5%. Our previous forecasts for the yield, which is now around 2.3%, had been based... 19th June 2015 · 1 min read Global Markets Update Fed tightening unlikely to trigger a re-run of 1994 EM crash Fed tightening will probably be more aggressive than the market expects, but we do not expect it to trigger a re-run of the 1994 crash in EM financial markets. 18th June 2015 · 1 min read Global Markets Update How would euro-zone equities fare after a “Grexit”? If Greece does default on her sovereign debt, the euro-zone stock market will probably fall further, especially if this is swiftly followed by her abandoning the euro. But even in the event of a “... 17th June 2015 · 1 min read Pagination Previous … Page 342 Page 343 Page 344 Page 345 Current page 346 Page 347 Page 348 Page 349 Page 350 … Next
Global Markets Update What explains the recovery in the euro? Despite the crisis in Greece the euro remains near multi-week highs against the dollar. Some have suggested that the euro has actually benefited from the uncertainty, due to the unwinding of short... 22nd June 2015 · 1 min read
Global Markets Update New forecasts for US Treasuries We have revised up our end-2015 and end-2016 forecasts for the 10-year US Treasury yield by 50bp each, to 3.0% and 3.5%. Our previous forecasts for the yield, which is now around 2.3%, had been based... 19th June 2015 · 1 min read
Global Markets Update Fed tightening unlikely to trigger a re-run of 1994 EM crash Fed tightening will probably be more aggressive than the market expects, but we do not expect it to trigger a re-run of the 1994 crash in EM financial markets. 18th June 2015 · 1 min read
Global Markets Update How would euro-zone equities fare after a “Grexit”? If Greece does default on her sovereign debt, the euro-zone stock market will probably fall further, especially if this is swiftly followed by her abandoning the euro. But even in the event of a “... 17th June 2015 · 1 min read
