Our latest macroeconomic insights Global Markets Update Bonds continue to be shunned EPFR Global data reveal that ETF and mutual fund portfolio flows into emerging market (EM) bonds were negative in October for the fifth month running. By contrast, flows into EM equities were... 20th November 2013 · 1 min read Global Markets Update More downside for yen and upside for Japanese equities The Nikkei closed back above 15,000 today, helped by a renewed decline in the yen past 100 to the dollar. We expect Japanese equities to advance further and the currency to continue to weaken, due... 15th November 2013 · 1 min read Global Markets Update Will rising corporate bond yields put pressure on US equities? The earnings yield of a stock market index should be closely related to the average real yield of long-dated bonds issued by its constituents. In the US, we think the latter is likely to rise... 13th November 2013 · 1 min read Global Markets Update Market implications of a shift in the Fed’s financial repression There is growing speculation that when the Fed eventually announces a tapering of its asset purchases, it will simultaneously lower its unemployment rate threshold. A commitment to keep rates lower... 11th November 2013 · 1 min read Pagination Previous … Page 386 Page 387 Page 388 Page 389 Current page 390 Page 391 Page 392 Page 393 Page 394 … Next
Global Markets Update Bonds continue to be shunned EPFR Global data reveal that ETF and mutual fund portfolio flows into emerging market (EM) bonds were negative in October for the fifth month running. By contrast, flows into EM equities were... 20th November 2013 · 1 min read
Global Markets Update More downside for yen and upside for Japanese equities The Nikkei closed back above 15,000 today, helped by a renewed decline in the yen past 100 to the dollar. We expect Japanese equities to advance further and the currency to continue to weaken, due... 15th November 2013 · 1 min read
Global Markets Update Will rising corporate bond yields put pressure on US equities? The earnings yield of a stock market index should be closely related to the average real yield of long-dated bonds issued by its constituents. In the US, we think the latter is likely to rise... 13th November 2013 · 1 min read
Global Markets Update Market implications of a shift in the Fed’s financial repression There is growing speculation that when the Fed eventually announces a tapering of its asset purchases, it will simultaneously lower its unemployment rate threshold. A commitment to keep rates lower... 11th November 2013 · 1 min read
