Our latest macroeconomic insights Global Markets Update Our key market calls for 2014 As the Fed gradually begins to scale back its monetary stimulus this year, we expect the dollar to rise and government bond yields to continue to drift higher. We also think investors’ appetite for... 8th January 2014 · 1 min read Global Markets Update Is the CAPE signalling a bubble in US equities? The fact that the valuation of the US stock market is already high compared to its long-run averages on the cyclically-adjusted price/earnings (CAPE) measure is a good reason to be wary of forecasting... 6th January 2014 · 1 min read Global Markets Update Fed decision no turning point for markets Although the timing of the Fed’s decision to taper its asset purchases came as surprise to the majority (although not to us), the announcement has not proved so far to be the turning point for markets... 19th December 2013 · 1 min read Global Markets Update Prospect of Fed tapering prompts some capital flight Investors in emerging market assets clearly remain concerned about the consequences of a tapering of the Fed’s asset purchases. EPFR Global data reveal that there were net ETF and mutual fund... 17th December 2013 · 1 min read Pagination Previous … Page 383 Page 384 Page 385 Page 386 Current page 387 Page 388 Page 389 Page 390 Page 391 … Next
Global Markets Update Our key market calls for 2014 As the Fed gradually begins to scale back its monetary stimulus this year, we expect the dollar to rise and government bond yields to continue to drift higher. We also think investors’ appetite for... 8th January 2014 · 1 min read
Global Markets Update Is the CAPE signalling a bubble in US equities? The fact that the valuation of the US stock market is already high compared to its long-run averages on the cyclically-adjusted price/earnings (CAPE) measure is a good reason to be wary of forecasting... 6th January 2014 · 1 min read
Global Markets Update Fed decision no turning point for markets Although the timing of the Fed’s decision to taper its asset purchases came as surprise to the majority (although not to us), the announcement has not proved so far to be the turning point for markets... 19th December 2013 · 1 min read
Global Markets Update Prospect of Fed tapering prompts some capital flight Investors in emerging market assets clearly remain concerned about the consequences of a tapering of the Fed’s asset purchases. EPFR Global data reveal that there were net ETF and mutual fund... 17th December 2013 · 1 min read
