Our latest macroeconomic insights Global Economics Focus Sovereign Debt: are the emerging markets immune? Emerging markets are not immune from the deepening debt crisis in the developed world, but most are well-placed to deal with the fallout. China faces a difficult structural transition of its own but... 21st October 2011 · 1 min read Global Markets Update US corporate earnings and the outlook for the stock market With the US third quarter profits season now underway, two common perceptions are that the growth rate of earnings will remain healthy, and that the value of the stock market in relation to earnings... 18th October 2011 · 1 min read Global Markets Update US government bonds still fundamentally sound The recent rise in 10-year US Treasury yields has taken them further away from our end-2011 forecast of around 1.5% (at the time of writing they are around 2.15%). But we continue to expect yields to... 14th October 2011 · 1 min read Global Markets Update Euro still likely to slide further The dollar’s recovery against the euro may have paused but the outlook for the European single currency remains poor. The relative prospects for monetary policy and the risks of a renewed escalation... 12th October 2011 · 1 min read Pagination Previous … Page 432 Page 433 Page 434 Page 435 Current page 436 Page 437 Page 438 Page 439 Page 440 … Next
Global Economics Focus Sovereign Debt: are the emerging markets immune? Emerging markets are not immune from the deepening debt crisis in the developed world, but most are well-placed to deal with the fallout. China faces a difficult structural transition of its own but... 21st October 2011 · 1 min read
Global Markets Update US corporate earnings and the outlook for the stock market With the US third quarter profits season now underway, two common perceptions are that the growth rate of earnings will remain healthy, and that the value of the stock market in relation to earnings... 18th October 2011 · 1 min read
Global Markets Update US government bonds still fundamentally sound The recent rise in 10-year US Treasury yields has taken them further away from our end-2011 forecast of around 1.5% (at the time of writing they are around 2.15%). But we continue to expect yields to... 14th October 2011 · 1 min read
Global Markets Update Euro still likely to slide further The dollar’s recovery against the euro may have paused but the outlook for the European single currency remains poor. The relative prospects for monetary policy and the risks of a renewed escalation... 12th October 2011 · 1 min read
