Our latest macroeconomic insights Global Markets Update The big picture on emerging market currencies The recent sharp falls in emerging market (EM) currencies against the US dollar do not reflect fundamental shifts in exchange rate policy in these countries. Instead the main driver is renewed demand... 22nd September 2011 · 1 min read Global Markets Update The intangible aspect of stock market valuation According to the Federal Reserve’s Flow of Funds Accounts published last Friday, the market value of the equity issued by US non-financial companies at the end of H1 2011 was almost identical to the... 21st September 2011 · 1 min read Global Markets Update How stressed out is the euro-zone banking sector? Thursday’s pledge by the European Central Bank (alongside similar commitments from the Bank of England, Bank of Japan and Swiss National Bank) that it will offer 3m US dollar funding over year-end... 17th September 2011 · 1 min read Global Markets Update New market forecasts – even lower Treasury yields ahead We have reviewed our projections for currency, government bond and stock markets. The new market numbers are presented in the table on the next page. There are two main changes. First, we are revising... 14th September 2011 · 1 min read Pagination Previous … Page 434 Page 435 Page 436 Page 437 Current page 438 Page 439 Page 440 Page 441 Page 442 … Next
Global Markets Update The big picture on emerging market currencies The recent sharp falls in emerging market (EM) currencies against the US dollar do not reflect fundamental shifts in exchange rate policy in these countries. Instead the main driver is renewed demand... 22nd September 2011 · 1 min read
Global Markets Update The intangible aspect of stock market valuation According to the Federal Reserve’s Flow of Funds Accounts published last Friday, the market value of the equity issued by US non-financial companies at the end of H1 2011 was almost identical to the... 21st September 2011 · 1 min read
Global Markets Update How stressed out is the euro-zone banking sector? Thursday’s pledge by the European Central Bank (alongside similar commitments from the Bank of England, Bank of Japan and Swiss National Bank) that it will offer 3m US dollar funding over year-end... 17th September 2011 · 1 min read
Global Markets Update New market forecasts – even lower Treasury yields ahead We have reviewed our projections for currency, government bond and stock markets. The new market numbers are presented in the table on the next page. There are two main changes. First, we are revising... 14th September 2011 · 1 min read
