Our latest macroeconomic insights Global Markets Update How will the US stock market handle Fed tightening? The US stock market has tended to fare quite well during previous Fed tightening cycles. Although we think its performance in the next cycle will be below average, we still expect it to creep higher. 7th July 2014 · 1 min read Global Markets Update Plenty of scope for further Nikkei outperformance Japanese equities outperformed their peers in June and have continued to do well so far in July. We believe there is still plenty of scope for further gains in the Nikkei 225 even if, as we expect... 4th July 2014 · 1 min read Global Markets Update Market implications of our revised forecast for Fed policy We now think that the US FOMC will tighten monetary policy sooner, and by more, than we had previously envisaged. Our revised view is that the federal funds rate will end 2016 at 3.0%, rather than 2.5... 2nd July 2014 · 1 min read Global Markets Update How vulnerable are US corporate bonds to tighter Fed policy? The onset of Fed tightening has not tended to drive up spreads on investment-grade corporate bonds much in the past. In fact, in the majority of the seven major tightening cycles since the early 1970s... 27th June 2014 · 1 min read Pagination Previous … Page 368 Page 369 Page 370 Page 371 Current page 372 Page 373 Page 374 Page 375 Page 376 … Next
Global Markets Update How will the US stock market handle Fed tightening? The US stock market has tended to fare quite well during previous Fed tightening cycles. Although we think its performance in the next cycle will be below average, we still expect it to creep higher. 7th July 2014 · 1 min read
Global Markets Update Plenty of scope for further Nikkei outperformance Japanese equities outperformed their peers in June and have continued to do well so far in July. We believe there is still plenty of scope for further gains in the Nikkei 225 even if, as we expect... 4th July 2014 · 1 min read
Global Markets Update Market implications of our revised forecast for Fed policy We now think that the US FOMC will tighten monetary policy sooner, and by more, than we had previously envisaged. Our revised view is that the federal funds rate will end 2016 at 3.0%, rather than 2.5... 2nd July 2014 · 1 min read
Global Markets Update How vulnerable are US corporate bonds to tighter Fed policy? The onset of Fed tightening has not tended to drive up spreads on investment-grade corporate bonds much in the past. In fact, in the majority of the seven major tightening cycles since the early 1970s... 27th June 2014 · 1 min read
