Our latest macroeconomic insights Global Markets Update Will Spain’s and Italy’s bond spreads continue to fall? The yield spreads of Spanish and Italian government bonds over German Bunds began to fall sharply following the announcement of the ECB’s Outright Monetary Transactions programme in the summer of 2012... 27th February 2014 · 1 min read Global Markets Update Weaker euro should help euro-zone equities to outperform One development that is likely to cap future rises in long-term government bond yields in some of the major advanced economies is the persistence of exceptionally loose monetary policy. But this is... 26th February 2014 · 1 min read Global Markets Update Some calm returns after January’s exodus In January, net selling of emerging market securities by global ETFs and mutual funds was larger than in any month since last June according to EPFR Global. But timelier daily data from six stock... 26th February 2014 · 1 min read Global Markets Update Will a shift in Fed policy send profits into a tailspin? A rise in borrowing costs triggered by less accommodative monetary policy is likely to have an adverse effect on the profits of increasingly-indebted US companies. But we doubt margins will collapse. 24th February 2014 · 1 min read Pagination Previous … Page 379 Page 380 Page 381 Page 382 Current page 383 Page 384 Page 385 Page 386 Page 387 … Next
Global Markets Update Will Spain’s and Italy’s bond spreads continue to fall? The yield spreads of Spanish and Italian government bonds over German Bunds began to fall sharply following the announcement of the ECB’s Outright Monetary Transactions programme in the summer of 2012... 27th February 2014 · 1 min read
Global Markets Update Weaker euro should help euro-zone equities to outperform One development that is likely to cap future rises in long-term government bond yields in some of the major advanced economies is the persistence of exceptionally loose monetary policy. But this is... 26th February 2014 · 1 min read
Global Markets Update Some calm returns after January’s exodus In January, net selling of emerging market securities by global ETFs and mutual funds was larger than in any month since last June according to EPFR Global. But timelier daily data from six stock... 26th February 2014 · 1 min read
Global Markets Update Will a shift in Fed policy send profits into a tailspin? A rise in borrowing costs triggered by less accommodative monetary policy is likely to have an adverse effect on the profits of increasingly-indebted US companies. But we doubt margins will collapse. 24th February 2014 · 1 min read
