Our latest macroeconomic insights Global Markets Update Is China behind the decline in US Treasury yields? The rally in the US government bond market this year has coincided with a pick-up in China’s netpurchases of long-term Treasury securities, which some have attributed to intervention to weaken... 17th July 2014 · 1 min read Global Markets Update Will EM assets shrug off tighter US monetary policy? Emerging market (EM) assets sold off sharply last year after the former Chairman of the US central bank hinted that unconventional policy stimulus was on borrowed time. But another rout is by no means... 17th July 2014 · 1 min read Global Markets Update Low JGB yields not a sign of policy failure The persistently low level of Japanese government bond (JGB) yields is not necessarily a sign that“Abenomics” is failing. Indeed, a premature surge in borrowing costs could put the whole project... 16th July 2014 · 1 min read Global Markets Update Treasuries vulnerable to a recalibration of rate expectations Ignoring term premiums, the yield of a “risk-free” government bond is a reflection of the short-term rates that are expected until it matures. So if the Fed raises the federal funds rate, there ought... 10th July 2014 · 1 min read Pagination Previous … Page 367 Page 368 Page 369 Page 370 Current page 371 Page 372 Page 373 Page 374 Page 375 … Next
Global Markets Update Is China behind the decline in US Treasury yields? The rally in the US government bond market this year has coincided with a pick-up in China’s netpurchases of long-term Treasury securities, which some have attributed to intervention to weaken... 17th July 2014 · 1 min read
Global Markets Update Will EM assets shrug off tighter US monetary policy? Emerging market (EM) assets sold off sharply last year after the former Chairman of the US central bank hinted that unconventional policy stimulus was on borrowed time. But another rout is by no means... 17th July 2014 · 1 min read
Global Markets Update Low JGB yields not a sign of policy failure The persistently low level of Japanese government bond (JGB) yields is not necessarily a sign that“Abenomics” is failing. Indeed, a premature surge in borrowing costs could put the whole project... 16th July 2014 · 1 min read
Global Markets Update Treasuries vulnerable to a recalibration of rate expectations Ignoring term premiums, the yield of a “risk-free” government bond is a reflection of the short-term rates that are expected until it matures. So if the Fed raises the federal funds rate, there ought... 10th July 2014 · 1 min read
