Our latest macroeconomic insights Global Markets Update Volatility versus value in the emerging markets We do not think that an end to the current low level of volatility in financial markets would necessarily dull investors’ appetite for riskier assets in the emerging world. In fact, our view is that... 25th June 2014 · 1 min read Global Markets Update Will EM assets shrug off tighter Fed policy? We are sceptical that tighter US monetary policy will spell disaster for emerging market (EM) assets. Granted, their prices fell sharply after Ben Bernanke first hinted that the Fed was thinking about... 24th June 2014 · 1 min read Global Markets Update Another selection of our non-consensus calls This Update provides some examples of where our views on the economic and market outlook differ significantly from the consensus. It draws on the range of country and regional services produced by our... 23rd June 2014 · 1 min read Global Markets Update Market implications of our revised UK Bank Rate forecast The strength of the UK’s economic recovery and more hawkish signals coming from members of the Bank of England’s Monetary Policy Committee (MPC) have prompted us to revise our projection for the path... 19th June 2014 · 1 min read Pagination Previous … Page 369 Page 370 Page 371 Page 372 Current page 373 Page 374 Page 375 Page 376 Page 377 … Next
Global Markets Update Volatility versus value in the emerging markets We do not think that an end to the current low level of volatility in financial markets would necessarily dull investors’ appetite for riskier assets in the emerging world. In fact, our view is that... 25th June 2014 · 1 min read
Global Markets Update Will EM assets shrug off tighter Fed policy? We are sceptical that tighter US monetary policy will spell disaster for emerging market (EM) assets. Granted, their prices fell sharply after Ben Bernanke first hinted that the Fed was thinking about... 24th June 2014 · 1 min read
Global Markets Update Another selection of our non-consensus calls This Update provides some examples of where our views on the economic and market outlook differ significantly from the consensus. It draws on the range of country and regional services produced by our... 23rd June 2014 · 1 min read
Global Markets Update Market implications of our revised UK Bank Rate forecast The strength of the UK’s economic recovery and more hawkish signals coming from members of the Bank of England’s Monetary Policy Committee (MPC) have prompted us to revise our projection for the path... 19th June 2014 · 1 min read
