Our latest macroeconomic insights Global Markets Update Some of our best non-consensus calls (and a few lemons) We are often asked for examples of bold non-consensus calls that have been proved right. This Update provides a selection from the last few months across a range of our services. The publications... 15th July 2013 · 1 min read Global Markets Update Bernanke bashing illustrates limits of “forward guidance” Many of the criticisms of the US Fed’s recent communications on monetary policy are, in our view, unfair. However, the difficulty that the media and markets have found in drawing clear conclusions... 12th July 2013 · 1 min read Global Markets Update Too soon to write off the pound The recent weakness in the pound against the US dollar has produced the usual flurry of headlines about an imminent sterling crisis. However, while the relative prospects for monetary policy in the US... 8th July 2013 · 1 min read Global Markets Update Is the Treasury market braced for future Fed tightening? We think the US federal funds rate will have been raised to about 4% by the end of 2017. However, based on a decomposition of the Treasury yield curve, it looks like the bond market is more or less... 2nd July 2013 · 1 min read Pagination Previous … Page 397 Page 398 Page 399 Page 400 Current page 401 Page 402 Page 403 Page 404 Page 405 … Next
Global Markets Update Some of our best non-consensus calls (and a few lemons) We are often asked for examples of bold non-consensus calls that have been proved right. This Update provides a selection from the last few months across a range of our services. The publications... 15th July 2013 · 1 min read
Global Markets Update Bernanke bashing illustrates limits of “forward guidance” Many of the criticisms of the US Fed’s recent communications on monetary policy are, in our view, unfair. However, the difficulty that the media and markets have found in drawing clear conclusions... 12th July 2013 · 1 min read
Global Markets Update Too soon to write off the pound The recent weakness in the pound against the US dollar has produced the usual flurry of headlines about an imminent sterling crisis. However, while the relative prospects for monetary policy in the US... 8th July 2013 · 1 min read
Global Markets Update Is the Treasury market braced for future Fed tightening? We think the US federal funds rate will have been raised to about 4% by the end of 2017. However, based on a decomposition of the Treasury yield curve, it looks like the bond market is more or less... 2nd July 2013 · 1 min read
