Our latest macroeconomic insights Global Markets Update Has the Fed driven down the term premium on US Treasuries? We think the Fed has been instrumental in the collapse of term premiums on long-dated Treasuries and that the effect of its actions will not be unwound soon. If we are right, and other depressing... 20th January 2015 · 1 min read Global Markets Update Some market implications of the SNB's change in policy The SNB’s decision to abandon its exchange rate ceiling of 1.20 francs per euro sent shockwaves through the financial markets today. This Update provides some of our initial reactions. 15th January 2015 · 1 min read Global Markets Update Would euro-zone equities benefit from QE? The European Central Bank (ECB) looks set to announce a quantitative easing (QE) programme at its next policy meeting. However, we doubt that it would provide a large boost to euro-zone equities. The... 15th January 2015 · 1 min read Global Markets Update What next for US government bonds? We still expect the 10-year US Treasury yield to rise this year from its current level of around 1.9% as the Fed begins to tighten policy, but have decided to lower our end-2015 forecast significantly... 13th January 2015 · 1 min read Pagination Previous … Page 355 Page 356 Page 357 Page 358 Current page 359 Page 360 Page 361 Page 362 Page 363 … Next
Global Markets Update Has the Fed driven down the term premium on US Treasuries? We think the Fed has been instrumental in the collapse of term premiums on long-dated Treasuries and that the effect of its actions will not be unwound soon. If we are right, and other depressing... 20th January 2015 · 1 min read
Global Markets Update Some market implications of the SNB's change in policy The SNB’s decision to abandon its exchange rate ceiling of 1.20 francs per euro sent shockwaves through the financial markets today. This Update provides some of our initial reactions. 15th January 2015 · 1 min read
Global Markets Update Would euro-zone equities benefit from QE? The European Central Bank (ECB) looks set to announce a quantitative easing (QE) programme at its next policy meeting. However, we doubt that it would provide a large boost to euro-zone equities. The... 15th January 2015 · 1 min read
Global Markets Update What next for US government bonds? We still expect the 10-year US Treasury yield to rise this year from its current level of around 1.9% as the Fed begins to tighten policy, but have decided to lower our end-2015 forecast significantly... 13th January 2015 · 1 min read
