Our latest macroeconomic insights Global Markets Update What to make of the Fed’s new projections Downward revisions to FOMC participants’ projections for the federal funds rate have triggered a significant rally in Treasuries and taken some heat out of the dollar. But our expectation is that the... 19th March 2015 · 1 min read Global Markets Update A selection of our key calls This note summarises our key calls on major economies and markets, emphasising where we differ from the consensus. In particular, we forecast US interest rates to rise sooner and further than... 11th March 2015 · 1 min read Global Markets Update Will euro-zone sovereign credit spreads grind even lower? The yield spreads of 10-year Spanish and Italian government bonds over German Bunds recently fell below 100bp for the first time since 2010. Given their grind lower since the summer of 2012, it is... 9th March 2015 · 1 min read Global Markets Update What next for India’s financial markets? Despite the prospect of further monetary easing from the Reserve Bank of India (RBI), we forecast that the country’s stock market will end this year barely any higher than it is now. On a more... 4th March 2015 · 1 min read Pagination Previous … Page 350 Page 351 Page 352 Page 353 Current page 354 Page 355 Page 356 Page 357 Page 358 … Next
Global Markets Update What to make of the Fed’s new projections Downward revisions to FOMC participants’ projections for the federal funds rate have triggered a significant rally in Treasuries and taken some heat out of the dollar. But our expectation is that the... 19th March 2015 · 1 min read
Global Markets Update A selection of our key calls This note summarises our key calls on major economies and markets, emphasising where we differ from the consensus. In particular, we forecast US interest rates to rise sooner and further than... 11th March 2015 · 1 min read
Global Markets Update Will euro-zone sovereign credit spreads grind even lower? The yield spreads of 10-year Spanish and Italian government bonds over German Bunds recently fell below 100bp for the first time since 2010. Given their grind lower since the summer of 2012, it is... 9th March 2015 · 1 min read
Global Markets Update What next for India’s financial markets? Despite the prospect of further monetary easing from the Reserve Bank of India (RBI), we forecast that the country’s stock market will end this year barely any higher than it is now. On a more... 4th March 2015 · 1 min read
