Our latest macroeconomic insights Global Markets Update Will Treasury and Bund yields continue to diverge? Although the spread between the yields of 10-year US Treasuries and German Bunds is already close to its largest since the start of European Monetary Union, we see little reason why it should not... 14th October 2014 · 1 min read Global Markets Update Is this the beginning of a bear market in US equities? The decline of more than 5% in the S&P 500 since its mid-September high is unlikely to mark the beginning of a bear market. This is because bear markets typically only occur in, and around, recessions... 13th October 2014 · 1 min read Global Markets Update A stronger economy could be a mixed blessing for US equities A stronger economy would clearly be better news for the US stock market than another recession. But it might not provide much of a boost to share prices if the labour market becomes too tight. If... 2nd October 2014 · 1 min read Global Markets Update Is foreigners’ appetite waning? August was the fifth month in a row in which there were net inflows into global ETF and mutual funds that invest in emerging market assets. Admittedly, there was a small net outflow from funds that... 1st October 2014 · 1 min read Pagination Previous … Page 362 Page 363 Page 364 Page 365 Current page 366 Page 367 Page 368 Page 369 Page 370 … Next
Global Markets Update Will Treasury and Bund yields continue to diverge? Although the spread between the yields of 10-year US Treasuries and German Bunds is already close to its largest since the start of European Monetary Union, we see little reason why it should not... 14th October 2014 · 1 min read
Global Markets Update Is this the beginning of a bear market in US equities? The decline of more than 5% in the S&P 500 since its mid-September high is unlikely to mark the beginning of a bear market. This is because bear markets typically only occur in, and around, recessions... 13th October 2014 · 1 min read
Global Markets Update A stronger economy could be a mixed blessing for US equities A stronger economy would clearly be better news for the US stock market than another recession. But it might not provide much of a boost to share prices if the labour market becomes too tight. If... 2nd October 2014 · 1 min read
Global Markets Update Is foreigners’ appetite waning? August was the fifth month in a row in which there were net inflows into global ETF and mutual funds that invest in emerging market assets. Admittedly, there was a small net outflow from funds that... 1st October 2014 · 1 min read
