Our latest macroeconomic insights Global Economics Focus Global interest rates likely to diverge sharply With the world economy gradually recovering, it is tempting to assume that there will be a global monetary policy tightening cycle in the coming years. However, we think US interest rates will return... 6th May 2014 · 1 min read Global Markets Update Investors flee China’s equity market Net selling by global ETFs and mutual funds dedicated to investing in equities in China was larger in March than in any other month on record according to EPFR Global. This presumably reflected... 24th April 2014 · 1 min read Global Markets Update ECB’s QE unlikely to be the panacea that markets hope The ECB looks increasingly willing to implement some form of explicit quantitative easing (QE) soon. However, the market impacts may be smaller and more varied than widely hoped. 22nd April 2014 · 1 min read Global Markets Update Is there a bubble in technology stocks? One reason for the sell-off in the US stock market in the first half of this month appears to have been concern that valuations in the technology sector are stretched. But there is little evidence to... 17th April 2014 · 1 min read Pagination Previous … Page 373 Page 374 Page 375 Page 376 Current page 377 Page 378 Page 379 Page 380 Page 381 … Next
Global Economics Focus Global interest rates likely to diverge sharply With the world economy gradually recovering, it is tempting to assume that there will be a global monetary policy tightening cycle in the coming years. However, we think US interest rates will return... 6th May 2014 · 1 min read
Global Markets Update Investors flee China’s equity market Net selling by global ETFs and mutual funds dedicated to investing in equities in China was larger in March than in any other month on record according to EPFR Global. This presumably reflected... 24th April 2014 · 1 min read
Global Markets Update ECB’s QE unlikely to be the panacea that markets hope The ECB looks increasingly willing to implement some form of explicit quantitative easing (QE) soon. However, the market impacts may be smaller and more varied than widely hoped. 22nd April 2014 · 1 min read
Global Markets Update Is there a bubble in technology stocks? One reason for the sell-off in the US stock market in the first half of this month appears to have been concern that valuations in the technology sector are stretched. But there is little evidence to... 17th April 2014 · 1 min read
