Our latest macroeconomic insights Global Markets Update Are markets complacent about Ukraine? Given the twin threats from worries about a “hard landing” in China and the crisis in Ukraine, it is perhaps surprising that global equities have not already fallen more than they have. We think that... 14th March 2014 · 1 min read Global Markets Update Winners and losers from safe-haven demand The continued recovery in the price of gold confirms that it has retained its safe-haven status despite the slump in the first half of last year. We expect further gains. Less positively, yen strength... 12th March 2014 · 1 min read Global Markets Update What are the relative prospects for euro-zone and US bonds? The risks of deflation in the euro-zone, particularly in light of the ECB’s continued inaction last Thursday, should keep the yields on ten-year core euro-zone government bonds well below those on US... 11th March 2014 · 1 min read Global Economics Focus What the crisis in Ukraine could mean for the rest of the world The crisis in Ukraine still has the potential to have a significant and prolonged impact on the global economy and financial markets, even though our current judgement is that the fallout is likely to... 7th March 2014 · 1 min read Pagination Previous … Page 377 Page 378 Page 379 Page 380 Current page 381 Page 382 Page 383 Page 384 Page 385 … Next
Global Markets Update Are markets complacent about Ukraine? Given the twin threats from worries about a “hard landing” in China and the crisis in Ukraine, it is perhaps surprising that global equities have not already fallen more than they have. We think that... 14th March 2014 · 1 min read
Global Markets Update Winners and losers from safe-haven demand The continued recovery in the price of gold confirms that it has retained its safe-haven status despite the slump in the first half of last year. We expect further gains. Less positively, yen strength... 12th March 2014 · 1 min read
Global Markets Update What are the relative prospects for euro-zone and US bonds? The risks of deflation in the euro-zone, particularly in light of the ECB’s continued inaction last Thursday, should keep the yields on ten-year core euro-zone government bonds well below those on US... 11th March 2014 · 1 min read
Global Economics Focus What the crisis in Ukraine could mean for the rest of the world The crisis in Ukraine still has the potential to have a significant and prolonged impact on the global economy and financial markets, even though our current judgement is that the fallout is likely to... 7th March 2014 · 1 min read
