Our latest macroeconomic insights Global Markets Update Bond market implications of future economic divergence The US and European business cycles have become highly synchronised in recent decades. But this does not preclude significant economic divergence in response to major structural events. The last of... 6th December 2011 · 1 min read Global Markets Update The future still looks bright for US Treasuries The sharp drop in the US unemployment rate reported on Friday barely ruffled Treasuries. A few more months of such rosy news on the labour market would probably elicit a less sanguine response in the... 5th December 2011 · 1 min read Global Markets Update New market forecasts - the fall-out from an EMU break-up We have reviewed our key market forecasts in light of a change to our assumption about the timing of an EMU break-up. The new numbers are presented in the table on the next page. There are four main... 30th November 2011 · 1 min read Global Markets Update Catch-22 for German Bunds Germany is caught between a rock and a hard place. If she rides to the rescue of her neighbours, she will undermine her own credit standing. If she chooses not to, the euro-zone will probably collapse... 24th November 2011 · 1 min read Pagination Previous … Page 429 Page 430 Page 431 Page 432 Current page 433 Page 434 Page 435 Page 436 Page 437 … Next
Global Markets Update Bond market implications of future economic divergence The US and European business cycles have become highly synchronised in recent decades. But this does not preclude significant economic divergence in response to major structural events. The last of... 6th December 2011 · 1 min read
Global Markets Update The future still looks bright for US Treasuries The sharp drop in the US unemployment rate reported on Friday barely ruffled Treasuries. A few more months of such rosy news on the labour market would probably elicit a less sanguine response in the... 5th December 2011 · 1 min read
Global Markets Update New market forecasts - the fall-out from an EMU break-up We have reviewed our key market forecasts in light of a change to our assumption about the timing of an EMU break-up. The new numbers are presented in the table on the next page. There are four main... 30th November 2011 · 1 min read
Global Markets Update Catch-22 for German Bunds Germany is caught between a rock and a hard place. If she rides to the rescue of her neighbours, she will undermine her own credit standing. If she chooses not to, the euro-zone will probably collapse... 24th November 2011 · 1 min read
