Our latest macroeconomic insights Global Markets Update What next for emerging market dollar-denominated bonds? Dollar-denominated emerging market (EM) government bonds fared badly in 2013. The JP Morgan EMBI+ returned around minus 8%, which was the second worst annual performance since 1998. While we do not... 16th January 2014 · 1 min read Global Markets Update Fed tightening risks to grow over the medium term We continue to expect the Fed to taper its asset purchases only gradually and to keep US interest rates on hold near zero until mid-2015. Nonetheless, thereafter we expect the Fed to return rates to... 14th January 2014 · 1 min read Global Markets Update Would structural reform reinvigorate EM stock markets? One explanation for the relatively poor performance of emerging market (EM) equities has been the economic slowdown in many countries. But while supply-side structural reforms are needed to... 13th January 2014 · 1 min read Global Markets Update The global implications of further monetary easing in Japan An extended period of ultra-loose monetary policy and additional asset purchases by the Bank of Japan should have some (mostly) positive spill-over effects into world markets this year and next... 9th January 2014 · 1 min read Pagination Previous … Page 382 Page 383 Page 384 Page 385 Current page 386 Page 387 Page 388 Page 389 Page 390 … Next
Global Markets Update What next for emerging market dollar-denominated bonds? Dollar-denominated emerging market (EM) government bonds fared badly in 2013. The JP Morgan EMBI+ returned around minus 8%, which was the second worst annual performance since 1998. While we do not... 16th January 2014 · 1 min read
Global Markets Update Fed tightening risks to grow over the medium term We continue to expect the Fed to taper its asset purchases only gradually and to keep US interest rates on hold near zero until mid-2015. Nonetheless, thereafter we expect the Fed to return rates to... 14th January 2014 · 1 min read
Global Markets Update Would structural reform reinvigorate EM stock markets? One explanation for the relatively poor performance of emerging market (EM) equities has been the economic slowdown in many countries. But while supply-side structural reforms are needed to... 13th January 2014 · 1 min read
Global Markets Update The global implications of further monetary easing in Japan An extended period of ultra-loose monetary policy and additional asset purchases by the Bank of Japan should have some (mostly) positive spill-over effects into world markets this year and next... 9th January 2014 · 1 min read
