Our latest macroeconomic insights Global Markets Update Cost control boosts US corporate profits One of the salient features of the US economy since the official end of the Great Recession has been the strength of corporate profits. Nonetheless, we are sceptical that it will last. 30th August 2012 · 1 min read Global Markets Update Has the US stock market fully discounted QE3? We expect any boost to equity prices from the announcement of a third round of quantitative easing (QE3) by the Fed to be much less significant than those that followed the first two rounds. 29th August 2012 · 1 min read Global Markets Update The market implications of QE3 The US Fed looks set to launch QE3 soon, but a third injection of the same medicine is unlikely to be anywhere near as effective as the first two in supporting the prices of equities or commodities... 23rd August 2012 · 1 min read Global Markets Update US Treasuries – lessons from Japan? A messy break-up of the euro-zone could see the yield on 10-year US Treasuries hit a new low. But the US does not appear set for a long period of deflation. Any crisis-driven decline in the yield... 13th August 2012 · 1 min read Pagination Previous … Page 418 Page 419 Page 420 Page 421 Current page 422 Page 423 Page 424 Page 425 Page 426 … Next
Global Markets Update Cost control boosts US corporate profits One of the salient features of the US economy since the official end of the Great Recession has been the strength of corporate profits. Nonetheless, we are sceptical that it will last. 30th August 2012 · 1 min read
Global Markets Update Has the US stock market fully discounted QE3? We expect any boost to equity prices from the announcement of a third round of quantitative easing (QE3) by the Fed to be much less significant than those that followed the first two rounds. 29th August 2012 · 1 min read
Global Markets Update The market implications of QE3 The US Fed looks set to launch QE3 soon, but a third injection of the same medicine is unlikely to be anywhere near as effective as the first two in supporting the prices of equities or commodities... 23rd August 2012 · 1 min read
Global Markets Update US Treasuries – lessons from Japan? A messy break-up of the euro-zone could see the yield on 10-year US Treasuries hit a new low. But the US does not appear set for a long period of deflation. Any crisis-driven decline in the yield... 13th August 2012 · 1 min read
