Our latest macroeconomic insights Global Markets Update Is the Fed about to take the punch bowl away? Despite the uncertainty created by the latest FOMC minutes, we do not believe that the Fed will be in any hurry to halt its additional asset purchases completely. Nonetheless, the reaction in the... 21st February 2013 · 1 min read Global Markets Update Are Gilts vulnerable to a further rise in inflation expectations? The recent rise in UK Gilt yields has been more than accounted for by a surge in breakeven inflation rates. However, we continue to expect long-run inflation expectations, and hence nominal Gilt... 18th February 2013 · 1 min read Global Markets Update G20 doubles up on familiar messages The fall-out from an extended period of monetary expansion in the US and Japan will continue to ripple around the global financial system, not least in the form of capital flows to emerging markets... 18th February 2013 · 1 min read Global Markets Update A squeeze on profit margins could weigh on US equities We suspect that cyclical forces will prompt a further rise in workers’ slice of the US economic pie this year, and that the resulting squeeze on profit margins will weigh on the stock market. 14th February 2013 · 1 min read Pagination Previous … Page 409 Page 410 Page 411 Page 412 Current page 413 Page 414 Page 415 Page 416 Page 417 … Next
Global Markets Update Is the Fed about to take the punch bowl away? Despite the uncertainty created by the latest FOMC minutes, we do not believe that the Fed will be in any hurry to halt its additional asset purchases completely. Nonetheless, the reaction in the... 21st February 2013 · 1 min read
Global Markets Update Are Gilts vulnerable to a further rise in inflation expectations? The recent rise in UK Gilt yields has been more than accounted for by a surge in breakeven inflation rates. However, we continue to expect long-run inflation expectations, and hence nominal Gilt... 18th February 2013 · 1 min read
Global Markets Update G20 doubles up on familiar messages The fall-out from an extended period of monetary expansion in the US and Japan will continue to ripple around the global financial system, not least in the form of capital flows to emerging markets... 18th February 2013 · 1 min read
Global Markets Update A squeeze on profit margins could weigh on US equities We suspect that cyclical forces will prompt a further rise in workers’ slice of the US economic pie this year, and that the resulting squeeze on profit margins will weigh on the stock market. 14th February 2013 · 1 min read
