Our latest macroeconomic insights Global Markets Update What's behind the rebound in the yen? The rebound in the yen and associated weakness in Japanese equities reflect fears about the outlooks for monetary policy in both Japan and the US. However, these fears look increasingly overdone. 13th June 2013 · 1 min read Global Markets Update Who will fill the Fed’s shoes when it tapers QE3? We expect the Fed to start tapering its asset purchases around September 2013 and halt them in H1 2014. Given the large amount of Treasuries – not to mention mortgage-backed securities – the central... 12th June 2013 · 1 min read Global Markets Update Emerging market currencies to remain under pressure Emerging market currencies have generally been hit hard over the past month, with sentiment further souring in the wake of the latest US FOMC minutes. We think many will remain under pressure this... 10th June 2013 · 1 min read Global Markets Update What next for the Nikkei? The markets’ honeymoon with the Abe government has ended, but it seems premature to consider filing for divorce. Indeed, the worst of the correction in the Nikkei may soon be over. 5th June 2013 · 1 min read Pagination Previous … Page 400 Page 401 Page 402 Page 403 Current page 404 Page 405 Page 406 Page 407 Page 408 … Next
Global Markets Update What's behind the rebound in the yen? The rebound in the yen and associated weakness in Japanese equities reflect fears about the outlooks for monetary policy in both Japan and the US. However, these fears look increasingly overdone. 13th June 2013 · 1 min read
Global Markets Update Who will fill the Fed’s shoes when it tapers QE3? We expect the Fed to start tapering its asset purchases around September 2013 and halt them in H1 2014. Given the large amount of Treasuries – not to mention mortgage-backed securities – the central... 12th June 2013 · 1 min read
Global Markets Update Emerging market currencies to remain under pressure Emerging market currencies have generally been hit hard over the past month, with sentiment further souring in the wake of the latest US FOMC minutes. We think many will remain under pressure this... 10th June 2013 · 1 min read
Global Markets Update What next for the Nikkei? The markets’ honeymoon with the Abe government has ended, but it seems premature to consider filing for divorce. Indeed, the worst of the correction in the Nikkei may soon be over. 5th June 2013 · 1 min read
