Our latest macroeconomic insights Global Markets Update What next for the Swiss franc? Most of the world’s major “paper” currencies have fallen out of favour. But the Swiss franc is an exception to the rule. It has even outperformed gold since the start of the year. We expect the upward... 20th July 2011 · 1 min read Global Markets Update Would a US sovereign credit downgrade rattle Treasuries? Moody’s has become the second major rating agency to put the long-term credit rating of the US government on review for possible downgrade. We think investors in the Treasury market were right to... 15th July 2011 · 1 min read Global Markets Update Are the best days for German Bunds behind us? German Bunds have prospered from the escalating crisis in the euro-zone. Earlier this week, the 10- year yield briefly hit 2.5% – a new low for the year – before edging up again to 2.7% now. Our base... 14th July 2011 · 1 min read Global Economics Focus Why do countries default and what are the consequences? History suggests that in many cases a sovereign default ultimately proves to be a good thing for the country concerned, as it can set the stage for economic recovery. This is more likely to be the... 8th July 2011 · 1 min read Pagination Previous … Page 438 Page 439 Page 440 Page 441 Current page 442 Page 443 Page 444 Page 445 Page 446 … Next
Global Markets Update What next for the Swiss franc? Most of the world’s major “paper” currencies have fallen out of favour. But the Swiss franc is an exception to the rule. It has even outperformed gold since the start of the year. We expect the upward... 20th July 2011 · 1 min read
Global Markets Update Would a US sovereign credit downgrade rattle Treasuries? Moody’s has become the second major rating agency to put the long-term credit rating of the US government on review for possible downgrade. We think investors in the Treasury market were right to... 15th July 2011 · 1 min read
Global Markets Update Are the best days for German Bunds behind us? German Bunds have prospered from the escalating crisis in the euro-zone. Earlier this week, the 10- year yield briefly hit 2.5% – a new low for the year – before edging up again to 2.7% now. Our base... 14th July 2011 · 1 min read
Global Economics Focus Why do countries default and what are the consequences? History suggests that in many cases a sovereign default ultimately proves to be a good thing for the country concerned, as it can set the stage for economic recovery. This is more likely to be the... 8th July 2011 · 1 min read
