Our latest macroeconomic insights Global Markets Update Falling "narrow" profit share a warning sign for US equities The first estimate of Q1 US corporate profits published yesterday by the Bureau of Economic Analysis is another warning sign that the second half of 2013 may be much tougher for equities than the... 31st May 2013 · 1 min read Global Markets Update Is this the start of a sustained rise in bond yields? The recent surges in the yields of US Treasury and Japanese government bonds have led some to ask whether this might be the beginning of a prolonged bear market. Yields should of course rebound to... 29th May 2013 · 1 min read Global Markets Update EM equities set to underperform further Despite the global rally over most of the past month, emerging market equities have continued to underperform developed market equities. We expect this pattern to persist. 28th May 2013 · 1 min read Global Markets Update Boost to Nikkei from weaker yen has run its course Today’s slump is not necessarily the end of the bull market in Japanese equities, but the next few months will be much harder going. We continue to expect the Nikkei to fall further, probably below 13... 23rd May 2013 · 1 min read Pagination Previous … Page 401 Page 402 Page 403 Page 404 Current page 405 Page 406 Page 407 Page 408 Page 409 … Next
Global Markets Update Falling "narrow" profit share a warning sign for US equities The first estimate of Q1 US corporate profits published yesterday by the Bureau of Economic Analysis is another warning sign that the second half of 2013 may be much tougher for equities than the... 31st May 2013 · 1 min read
Global Markets Update Is this the start of a sustained rise in bond yields? The recent surges in the yields of US Treasury and Japanese government bonds have led some to ask whether this might be the beginning of a prolonged bear market. Yields should of course rebound to... 29th May 2013 · 1 min read
Global Markets Update EM equities set to underperform further Despite the global rally over most of the past month, emerging market equities have continued to underperform developed market equities. We expect this pattern to persist. 28th May 2013 · 1 min read
Global Markets Update Boost to Nikkei from weaker yen has run its course Today’s slump is not necessarily the end of the bull market in Japanese equities, but the next few months will be much harder going. We continue to expect the Nikkei to fall further, probably below 13... 23rd May 2013 · 1 min read
