Our latest macroeconomic insights Global Markets Update The return of the yen carry trade? Expectations that the yen is about to fall sharply could increase the attractiveness of “carry trades” and hence become self-fulfilling. However, with global interest rates likely to remain low and... 4th December 2012 · 1 min read Global Markets Update How will Basel III affect the demand for gold? There is still widespread confusion and uncertainty over the impact that the Basel III regulations might have on the demand for gold. Gold is an “asset” rather than “capital” and therefore... 28th November 2012 · 1 min read Global Markets Update Too soon to call the major turn in the yen? Next month’s elections in Japan are unlikely to mark the major shift towards yen weakness that many now anticipate. To be clear, in the next 3-5 years the yen probably will fall sharply. After all... 26th November 2012 · 1 min read Global Markets Update Are the best days for US corporate bonds behind us? There are signs that the prolonged contraction in US corporate bond spreads may be drawing to a close. If so, the stock market could struggle to make headway. 22nd November 2012 · 1 min read Pagination Previous … Page 413 Page 414 Page 415 Page 416 Current page 417 Page 418 Page 419 Page 420 Page 421 … Next
Global Markets Update The return of the yen carry trade? Expectations that the yen is about to fall sharply could increase the attractiveness of “carry trades” and hence become self-fulfilling. However, with global interest rates likely to remain low and... 4th December 2012 · 1 min read
Global Markets Update How will Basel III affect the demand for gold? There is still widespread confusion and uncertainty over the impact that the Basel III regulations might have on the demand for gold. Gold is an “asset” rather than “capital” and therefore... 28th November 2012 · 1 min read
Global Markets Update Too soon to call the major turn in the yen? Next month’s elections in Japan are unlikely to mark the major shift towards yen weakness that many now anticipate. To be clear, in the next 3-5 years the yen probably will fall sharply. After all... 26th November 2012 · 1 min read
Global Markets Update Are the best days for US corporate bonds behind us? There are signs that the prolonged contraction in US corporate bond spreads may be drawing to a close. If so, the stock market could struggle to make headway. 22nd November 2012 · 1 min read
