Our latest macroeconomic insights Global Markets Update How long can the current equity rally last? Our view from the outset has been that 2013 would be a year of two halves for risky assets, with a strong start eventually giving way to renewed weakness. In the event, while we were correct to be... 20th May 2013 · 1 min read Global Markets Update What next for EM local currency government bonds? The prospect of an extended period of loose monetary policy facilitated by low inflation should provide ongoing support to many emerging market (EM) local currency government bonds. However, we expect... 14th May 2013 · 1 min read Global Markets Update What’s behind the surge in JGB yields? The jump in the yields of Japanese government bonds (JGBs) in the last few days probably reflects a confluence of many factors, including speculation that domestic institutions are set to step up... 14th May 2013 · 1 min read Global Markets Update Why QE helps equities more than commodities There are three main reasons why further monetary stimulus, including quantitative easing (QE), is likely to benefit equities more than it benefits the prices of industrial commodities, including... 13th May 2013 · 1 min read Pagination Previous … Page 402 Page 403 Page 404 Page 405 Current page 406 Page 407 Page 408 Page 409 Page 410 … Next
Global Markets Update How long can the current equity rally last? Our view from the outset has been that 2013 would be a year of two halves for risky assets, with a strong start eventually giving way to renewed weakness. In the event, while we were correct to be... 20th May 2013 · 1 min read
Global Markets Update What next for EM local currency government bonds? The prospect of an extended period of loose monetary policy facilitated by low inflation should provide ongoing support to many emerging market (EM) local currency government bonds. However, we expect... 14th May 2013 · 1 min read
Global Markets Update What’s behind the surge in JGB yields? The jump in the yields of Japanese government bonds (JGBs) in the last few days probably reflects a confluence of many factors, including speculation that domestic institutions are set to step up... 14th May 2013 · 1 min read
Global Markets Update Why QE helps equities more than commodities There are three main reasons why further monetary stimulus, including quantitative easing (QE), is likely to benefit equities more than it benefits the prices of industrial commodities, including... 13th May 2013 · 1 min read
