Our latest macroeconomic insights Global Markets Update Gulf between US & German bond yields looks set to widen The spread between the yields of 10-year US and German government bonds is close to the largest it has been since the start of EMU. But we think the spread will continue to grow. With this in mind, we... 31st March 2014 · 1 min read Global Markets Update A selection of our non-consensus calls At first sight, many of our views now look close to the consensus. However, this is typically because other analysts have swung round to our long-held positions, which have mostly been proved right... 27th March 2014 · 1 min read Global Markets Update Do capital flows explain the euro's strength? Balance of payments data suggest that capital inflows from abroad may have helped to push up the value of the euro. But if the current account surplus shrinks and the appetite for euro-zone financial... 26th March 2014 · 1 min read Global Markets Update When will the selling end? Net selling of emerging market assets by global ETFs and mutual funds was almost as heavy in February as it was in January according to EPFR Global. The crisis in Ukraine, growing concerns about the... 25th March 2014 · 1 min read Pagination Previous … Page 375 Page 376 Page 377 Page 378 Current page 379 Page 380 Page 381 Page 382 Page 383 … Next
Global Markets Update Gulf between US & German bond yields looks set to widen The spread between the yields of 10-year US and German government bonds is close to the largest it has been since the start of EMU. But we think the spread will continue to grow. With this in mind, we... 31st March 2014 · 1 min read
Global Markets Update A selection of our non-consensus calls At first sight, many of our views now look close to the consensus. However, this is typically because other analysts have swung round to our long-held positions, which have mostly been proved right... 27th March 2014 · 1 min read
Global Markets Update Do capital flows explain the euro's strength? Balance of payments data suggest that capital inflows from abroad may have helped to push up the value of the euro. But if the current account surplus shrinks and the appetite for euro-zone financial... 26th March 2014 · 1 min read
Global Markets Update When will the selling end? Net selling of emerging market assets by global ETFs and mutual funds was almost as heavy in February as it was in January according to EPFR Global. The crisis in Ukraine, growing concerns about the... 25th March 2014 · 1 min read
