Our latest macroeconomic insights Global Markets Update The dollar is likely to rise even further Rather than being a sign that global growth is faltering, the recent decline in international oil prices mainly reflects improving supply conditions. As such, it should provide a modest boost to... 29th September 2014 · 1 min read Global Economics Focus How does “Draghi-nomics” compare to Abenomics? ECB President Mario Draghi’s call at Jackson Hole for fiscal policy to play a greater role alongside monetary policy in boosting aggregate demand has prompted some to label the change of tone “Draghi... 18th September 2014 · 1 min read Global Markets Update Will UK Gilts continue to outperform US Treasuries? The yield of 10-year Gilts has fallen clearly below that of 10-year Treasuries for the first time since the spring. Whilst it would be premature to talk of a significant decoupling, we suspect that UK... 16th September 2014 · 1 min read Global Markets Update Growing competitiveness bolsters outlook for EM equities Most emerging market (EM) countries have become more competitive over the past year. This bodes well for equity returns in these countries in the long run. However, other factors are as likely to have... 11th September 2014 · 1 min read Pagination Previous … Page 363 Page 364 Page 365 Page 366 Current page 367 Page 368 Page 369 Page 370 Page 371 … Next
Global Markets Update The dollar is likely to rise even further Rather than being a sign that global growth is faltering, the recent decline in international oil prices mainly reflects improving supply conditions. As such, it should provide a modest boost to... 29th September 2014 · 1 min read
Global Economics Focus How does “Draghi-nomics” compare to Abenomics? ECB President Mario Draghi’s call at Jackson Hole for fiscal policy to play a greater role alongside monetary policy in boosting aggregate demand has prompted some to label the change of tone “Draghi... 18th September 2014 · 1 min read
Global Markets Update Will UK Gilts continue to outperform US Treasuries? The yield of 10-year Gilts has fallen clearly below that of 10-year Treasuries for the first time since the spring. Whilst it would be premature to talk of a significant decoupling, we suspect that UK... 16th September 2014 · 1 min read
Global Markets Update Growing competitiveness bolsters outlook for EM equities Most emerging market (EM) countries have become more competitive over the past year. This bodes well for equity returns in these countries in the long run. However, other factors are as likely to have... 11th September 2014 · 1 min read
