Our latest macroeconomic insights Global Markets Update Will the euro-zone recovery lift equity earnings? The depressed level of euro-zone aggregate corporate earnings largely reflects the weakness of the region’s economy. While we continue to think that the recovery in GDP will be unspectacular, a... 24th October 2013 · 1 min read Global Economics Focus Will the Fed’s “exit” stifle the global recovery? Since May this year, when US bond yields started to rise, market participants have been concerned about the implications for the global recovery of the Fed scaling back its policy support. In our view... 22nd October 2013 · 1 min read Global Markets Update Equities back in favour EPFR Global data reveal that ETF and mutual fund portfolio flows into emerging market (EM) equities were positive in September for the first month since February. And separate daily data from six... 18th October 2013 · 1 min read Global Markets Update Debt-ceiling crisis has done lasting damage The lukewarm market reaction to the end of the US government shutdown and the suspension of the debt ceiling can largely be explained by the fact that the chances of default were already assumed to be... 17th October 2013 · 1 min read Pagination Previous … Page 388 Page 389 Page 390 Page 391 Current page 392 Page 393 Page 394 Page 395 Page 396 … Next
Global Markets Update Will the euro-zone recovery lift equity earnings? The depressed level of euro-zone aggregate corporate earnings largely reflects the weakness of the region’s economy. While we continue to think that the recovery in GDP will be unspectacular, a... 24th October 2013 · 1 min read
Global Economics Focus Will the Fed’s “exit” stifle the global recovery? Since May this year, when US bond yields started to rise, market participants have been concerned about the implications for the global recovery of the Fed scaling back its policy support. In our view... 22nd October 2013 · 1 min read
Global Markets Update Equities back in favour EPFR Global data reveal that ETF and mutual fund portfolio flows into emerging market (EM) equities were positive in September for the first month since February. And separate daily data from six... 18th October 2013 · 1 min read
Global Markets Update Debt-ceiling crisis has done lasting damage The lukewarm market reaction to the end of the US government shutdown and the suspension of the debt ceiling can largely be explained by the fact that the chances of default were already assumed to be... 17th October 2013 · 1 min read
