Our latest macroeconomic insights Global Markets Update Has “safe-haven” demand driven US Treasury yields down? While demand for US Treasuries as a “safe haven” may have increased over the past year, we doubt this has contributed significantly to the sharp decline in their yields. Other factors that are also... 5th February 2015 · 1 min read Global Markets Update Is there more upside for equities in Japan than in the euro-zone? Despite the strong performance of equities in the euro-zone so far this year, we think there is more upside for those in Japan. Our end-2015 forecast for the DAX is 11,000, which is barely above its... 4th February 2015 · 1 min read Global Markets Update What’s really happening to US inflation expectations? To what extent have recent declines in US bond market-based measures of inflation expectations been driven by changes in expectations for inflation? This is neither a conundrum nor as stupid a... 29th January 2015 · 1 min read Global Markets Update Are markets too sanguine about contagion from Greece? Despite concerns over Greece’s future within the euro-zone, the yields on government bonds in the rest of peripheral and southern Europe have generally remained low and close to those of Germany. This... 27th January 2015 · 1 min read Pagination Previous … Page 353 Page 354 Page 355 Page 356 Current page 357 Page 358 Page 359 Page 360 Page 361 … Next
Global Markets Update Has “safe-haven” demand driven US Treasury yields down? While demand for US Treasuries as a “safe haven” may have increased over the past year, we doubt this has contributed significantly to the sharp decline in their yields. Other factors that are also... 5th February 2015 · 1 min read
Global Markets Update Is there more upside for equities in Japan than in the euro-zone? Despite the strong performance of equities in the euro-zone so far this year, we think there is more upside for those in Japan. Our end-2015 forecast for the DAX is 11,000, which is barely above its... 4th February 2015 · 1 min read
Global Markets Update What’s really happening to US inflation expectations? To what extent have recent declines in US bond market-based measures of inflation expectations been driven by changes in expectations for inflation? This is neither a conundrum nor as stupid a... 29th January 2015 · 1 min read
Global Markets Update Are markets too sanguine about contagion from Greece? Despite concerns over Greece’s future within the euro-zone, the yields on government bonds in the rest of peripheral and southern Europe have generally remained low and close to those of Germany. This... 27th January 2015 · 1 min read
