Our latest macroeconomic insights Global Markets Update How significant are Japan's overseas bond purchases? The fact that Japanese investors have again started to buy foreign bonds is far from the “game changer” for global financial markets that the recent headlines might suggest. Indeed, it isn’t even such... 13th May 2013 · 1 min read Global Markets Update Is the euro vulnerable to a shift in ECB policy? Last Thursday’s cut in the ECB’s refinancing rate and hints from the central bank’s President that the deposit rate could be reduced below zero have weighed on the euro. But the fall in the exchange... 8th May 2013 · 1 min read Global Markets Update Fears of a bubble forming in EM bonds now seem overdone Although the tone of this week’s FOMC statement suggests the US central bank is unlikely to taper its asset purchases imminently, we still think dollar-denominated emerging market (EM) government... 3rd May 2013 · 1 min read Global Markets Update What's behind the weakness in oil prices? The recent slump in the cost of Brent crude can be explained by the fragility of the global economy, without appealing to the influence of industry-specific factors that are more likely to be... 2nd May 2013 · 1 min read Pagination Previous … Page 403 Page 404 Page 405 Page 406 Current page 407 Page 408 Page 409 Page 410 Page 411 … Next
Global Markets Update How significant are Japan's overseas bond purchases? The fact that Japanese investors have again started to buy foreign bonds is far from the “game changer” for global financial markets that the recent headlines might suggest. Indeed, it isn’t even such... 13th May 2013 · 1 min read
Global Markets Update Is the euro vulnerable to a shift in ECB policy? Last Thursday’s cut in the ECB’s refinancing rate and hints from the central bank’s President that the deposit rate could be reduced below zero have weighed on the euro. But the fall in the exchange... 8th May 2013 · 1 min read
Global Markets Update Fears of a bubble forming in EM bonds now seem overdone Although the tone of this week’s FOMC statement suggests the US central bank is unlikely to taper its asset purchases imminently, we still think dollar-denominated emerging market (EM) government... 3rd May 2013 · 1 min read
Global Markets Update What's behind the weakness in oil prices? The recent slump in the cost of Brent crude can be explained by the fragility of the global economy, without appealing to the influence of industry-specific factors that are more likely to be... 2nd May 2013 · 1 min read
