Our latest macroeconomic insights Global Markets Update How to interpret the Nikkei-yen correlation There have recently been few relationships which are more reliable than the tight correlation between the level of the Nikkei and the yen/dollar exchange rate. We are wary of simply extrapolating a... 29th January 2014 · 1 min read Global Markets Update Can EM equities shrug off rising Treasury yields? One reason for the current nervousness in emerging markets (EMs) is of course the Fed's decision to begin tapering its asset purchases. However, suggestions that EM equities will inevitably struggle... 28th January 2014 · 1 min read Global Markets Update Fall-out from emerging market instability should be short-lived Although some currencies have fallen sharply this month, it still does not seem right to talk about a new financial crisis sweeping across all emerging markets (EMs). What’s more, the economic... 27th January 2014 · 1 min read Global Markets Update Are we seeing a re-run of the summer sell-off? The sell-off in emerging market (EM) assets following the Fed’s decision to taper its asset purchases in December has prompted comparisons with last summer’s turmoil. But while the latest data from... 27th January 2014 · 1 min read Pagination Previous … Page 381 Page 382 Page 383 Page 384 Current page 385 Page 386 Page 387 Page 388 Page 389 … Next
Global Markets Update How to interpret the Nikkei-yen correlation There have recently been few relationships which are more reliable than the tight correlation between the level of the Nikkei and the yen/dollar exchange rate. We are wary of simply extrapolating a... 29th January 2014 · 1 min read
Global Markets Update Can EM equities shrug off rising Treasury yields? One reason for the current nervousness in emerging markets (EMs) is of course the Fed's decision to begin tapering its asset purchases. However, suggestions that EM equities will inevitably struggle... 28th January 2014 · 1 min read
Global Markets Update Fall-out from emerging market instability should be short-lived Although some currencies have fallen sharply this month, it still does not seem right to talk about a new financial crisis sweeping across all emerging markets (EMs). What’s more, the economic... 27th January 2014 · 1 min read
Global Markets Update Are we seeing a re-run of the summer sell-off? The sell-off in emerging market (EM) assets following the Fed’s decision to taper its asset purchases in December has prompted comparisons with last summer’s turmoil. But while the latest data from... 27th January 2014 · 1 min read
