Our latest macroeconomic insights Global Markets Update Is a rise in Treasury yields a threat to the US stock market? We are sceptical that a further sell-off in Treasuries would drive the US stock market down, as some are suggesting. Although we forecast that the 10-year US government bond yield will continue to... 14th May 2015 · 1 min read Global Markets Update What next for US and euro-zone government bonds? While government bonds in the US and the euro-zone have both been rattled by a rebound in the price of oil, we think other factors will start to play a more important role in determining their fate. 8th May 2015 · 1 min read Global Markets Update UK election eases political uncertainty, but sterling risks remain Financial markets have initially welcomed the clarity and continuity resulting from the Conservative Party’s unexpectedly decisive victory in the UK general election. Political risks have undoubtedly... 8th May 2015 · 1 min read Global Markets Update Four reasons to worry about the UK election The UK general election on Thursday is the most hotly contested in recent history. There are many plausible outcomes, most of which present different threats to the UK’s financial markets. We review... 6th May 2015 · 1 min read Pagination Previous … Page 346 Page 347 Page 348 Page 349 Current page 350 Page 351 Page 352 Page 353 Page 354 … Next
Global Markets Update Is a rise in Treasury yields a threat to the US stock market? We are sceptical that a further sell-off in Treasuries would drive the US stock market down, as some are suggesting. Although we forecast that the 10-year US government bond yield will continue to... 14th May 2015 · 1 min read
Global Markets Update What next for US and euro-zone government bonds? While government bonds in the US and the euro-zone have both been rattled by a rebound in the price of oil, we think other factors will start to play a more important role in determining their fate. 8th May 2015 · 1 min read
Global Markets Update UK election eases political uncertainty, but sterling risks remain Financial markets have initially welcomed the clarity and continuity resulting from the Conservative Party’s unexpectedly decisive victory in the UK general election. Political risks have undoubtedly... 8th May 2015 · 1 min read
Global Markets Update Four reasons to worry about the UK election The UK general election on Thursday is the most hotly contested in recent history. There are many plausible outcomes, most of which present different threats to the UK’s financial markets. We review... 6th May 2015 · 1 min read
