Our latest macroeconomic insights Global Markets Update How would prolonged deflation affect euro-zone equities? It is tempting to think that a prolonged period of mild deflation in the euro-zone would be terrible news for equities. After all, Japan’s stock market generally fared poorly for much of the time... 15th December 2014 · 1 min read Global Markets Update Is the lower oil price a threat to US Treasuries? It is sometimes argued that a lower oil price is a threat to Treasuries because oil exporters typically save a larger share of their income than oil importers and are more inclined to put their... 8th December 2014 · 1 min read Global Markets Update Will Venezuela’s oil problems spill over? Would a sovereign default in Venezuela, which now seems increasingly likely given the plunge in the price of oil, cause upheaval in the global financial markets? We suspect not, even though a... 3rd December 2014 · 1 min read Global Markets Update What if the Swiss vote to “save our gold”? This weekend the Swiss public will probably reject a proposal to force the Swiss National Bank (SNB) to increase its gold holdings. Nonetheless, a surprise “yes” would provide a significant boost to... 28th November 2014 · 1 min read Pagination Previous … Page 357 Page 358 Page 359 Page 360 Current page 361 Page 362 Page 363 Page 364 Page 365 … Next
Global Markets Update How would prolonged deflation affect euro-zone equities? It is tempting to think that a prolonged period of mild deflation in the euro-zone would be terrible news for equities. After all, Japan’s stock market generally fared poorly for much of the time... 15th December 2014 · 1 min read
Global Markets Update Is the lower oil price a threat to US Treasuries? It is sometimes argued that a lower oil price is a threat to Treasuries because oil exporters typically save a larger share of their income than oil importers and are more inclined to put their... 8th December 2014 · 1 min read
Global Markets Update Will Venezuela’s oil problems spill over? Would a sovereign default in Venezuela, which now seems increasingly likely given the plunge in the price of oil, cause upheaval in the global financial markets? We suspect not, even though a... 3rd December 2014 · 1 min read
Global Markets Update What if the Swiss vote to “save our gold”? This weekend the Swiss public will probably reject a proposal to force the Swiss National Bank (SNB) to increase its gold holdings. Nonetheless, a surprise “yes” would provide a significant boost to... 28th November 2014 · 1 min read
