Our latest macroeconomic insights Global Markets Update How vulnerable are other Asian currencies to yen weakness? It is tempting to think that a further sharp fall in Japan’s currency would prompt policymakers in the rest of Asia to try to weaken their own in an effort to maintain their competitiveness. But there... 19th November 2014 · 1 min read Global Markets Update Yen to fall to 140 against the US dollar Japan’s drop back into recession will strengthen the disinflationary pressures in the economy and reinforces the divergence in the prospects for monetary policy relative to those in the US. As a... 17th November 2014 · 1 min read Global Markets Update Why is cheaper oil not boosting the S&P 500 more? While the decline of nearly 30% in the price of oil since 20th June ought to boost the US economy, we think the muted reaction in the stock market – the S&P 500 has gained only 4% – makes sense. 12th November 2014 · 1 min read Global Markets Update How should bond markets respond to lower oil prices? While the slump in oil prices will reduce inflation in the major economies, it should also boost economic growth – at least where inflation is not dangerously low to begin with. The net effect on... 11th November 2014 · 1 min read Pagination Previous … Page 359 Page 360 Page 361 Page 362 Current page 363 Page 364 Page 365 Page 366 Page 367 … Next
Global Markets Update How vulnerable are other Asian currencies to yen weakness? It is tempting to think that a further sharp fall in Japan’s currency would prompt policymakers in the rest of Asia to try to weaken their own in an effort to maintain their competitiveness. But there... 19th November 2014 · 1 min read
Global Markets Update Yen to fall to 140 against the US dollar Japan’s drop back into recession will strengthen the disinflationary pressures in the economy and reinforces the divergence in the prospects for monetary policy relative to those in the US. As a... 17th November 2014 · 1 min read
Global Markets Update Why is cheaper oil not boosting the S&P 500 more? While the decline of nearly 30% in the price of oil since 20th June ought to boost the US economy, we think the muted reaction in the stock market – the S&P 500 has gained only 4% – makes sense. 12th November 2014 · 1 min read
Global Markets Update How should bond markets respond to lower oil prices? While the slump in oil prices will reduce inflation in the major economies, it should also boost economic growth – at least where inflation is not dangerously low to begin with. The net effect on... 11th November 2014 · 1 min read
