Our latest macroeconomic insights Global Markets Update New forecasts for the US dollar We have revised our expectation of a large rebound in the value of the dollar. Although we still think some appreciation against the other “majors” is likely by the end of next year, we now forecast... 16th June 2011 · 1 min read Global Economics Focus Does inflation offer a way out of the debt crisis? Deliberately embracing higher inflation as a way out of the sovereign debt crisis could have disastrous consequences. Instead, for most advanced countries, wherever it is feasible, a combination of... 14th June 2011 · 1 min read Global Markets Update What next for Japan's stock market? Overseas investors appear to have lost their appetite for Japanese equities after a lengthy buying spree. This has presumably been due to the continued underperformance of Japan’s stock market despite... 6th June 2011 · 1 min read Global Markets Update Plenty of life left in the Treasury market rally The yield on 10-year Treasuries has fallen below 3% for the first time this year and by more than 60bp since early April. To some, this rally must inevitably come to an end soon. After all, the Fed’s... 2nd June 2011 · 1 min read Pagination Previous … Page 440 Page 441 Page 442 Page 443 Current page 444 Page 445 Page 446 Page 447 Page 448 … Next
Global Markets Update New forecasts for the US dollar We have revised our expectation of a large rebound in the value of the dollar. Although we still think some appreciation against the other “majors” is likely by the end of next year, we now forecast... 16th June 2011 · 1 min read
Global Economics Focus Does inflation offer a way out of the debt crisis? Deliberately embracing higher inflation as a way out of the sovereign debt crisis could have disastrous consequences. Instead, for most advanced countries, wherever it is feasible, a combination of... 14th June 2011 · 1 min read
Global Markets Update What next for Japan's stock market? Overseas investors appear to have lost their appetite for Japanese equities after a lengthy buying spree. This has presumably been due to the continued underperformance of Japan’s stock market despite... 6th June 2011 · 1 min read
Global Markets Update Plenty of life left in the Treasury market rally The yield on 10-year Treasuries has fallen below 3% for the first time this year and by more than 60bp since early April. To some, this rally must inevitably come to an end soon. After all, the Fed’s... 2nd June 2011 · 1 min read