Our latest macroeconomic insights Global Markets Update Nikkei set to outperform again Japanese equities have dropped further than their peers so far this month and are among the most vulnerable to the fall-out from a potential US government default. Nonetheless, once the debt-ceiling... 9th October 2013 · 1 min read Global Markets Update Gilt yields to remain low despite strengthening UK economy Today we have revised up our UK GDP growth forecasts. But we still think that the Bank of England will not raise interest rates until 2017 at the earliest. As a result, we anticipate that Gilt yields... 7th October 2013 · 1 min read Global Markets Update Will emerging market equities continue to recover? The rebound in emerging market (EM) equities in September partly reflected the markets’ growing realisation that the Fed is likely to withdraw its monetary stimulus only very slowly. In addition... 1st October 2013 · 1 min read Global Markets Update Narrowing in euro-zone bond spreads may have run its course With Germany unlikely to alter its hardline approach towards the euro-zone’s more troubled governments following last weekend’s federal election, we doubt that the credit spreads of peripheral euro... 26th September 2013 · 1 min read Pagination Previous … Page 390 Page 391 Page 392 Page 393 Current page 394 Page 395 Page 396 Page 397 Page 398 … Next
Global Markets Update Nikkei set to outperform again Japanese equities have dropped further than their peers so far this month and are among the most vulnerable to the fall-out from a potential US government default. Nonetheless, once the debt-ceiling... 9th October 2013 · 1 min read
Global Markets Update Gilt yields to remain low despite strengthening UK economy Today we have revised up our UK GDP growth forecasts. But we still think that the Bank of England will not raise interest rates until 2017 at the earliest. As a result, we anticipate that Gilt yields... 7th October 2013 · 1 min read
Global Markets Update Will emerging market equities continue to recover? The rebound in emerging market (EM) equities in September partly reflected the markets’ growing realisation that the Fed is likely to withdraw its monetary stimulus only very slowly. In addition... 1st October 2013 · 1 min read
Global Markets Update Narrowing in euro-zone bond spreads may have run its course With Germany unlikely to alter its hardline approach towards the euro-zone’s more troubled governments following last weekend’s federal election, we doubt that the credit spreads of peripheral euro... 26th September 2013 · 1 min read
