Our latest macroeconomic insights Global Markets Update Inflation fears to fade as commodity prices slide This week’s sharp falls in commodity prices of all types may have been exaggerated by wild speculation but are mostly consistent with our view of the economic fundamentals. 6th May 2011 · 1 min read US Economics Update Hard to argue with negative outlook on US AAA credit rating Given the size of the US Federal deficit, which will be close to 10% of GDP this year, and the daunting medium-term fiscal challenges, it is hard to argue with S&P's decision to put a negative outlook... 18th April 2011 · 1 min read Global Markets Update End of QE2 may not be a big deal for emerging markets The conclusion of the Fed’s second round of Treasury purchases is unlikely to be the major turning point for emerging market equities and bonds that many anticipate. Global financial conditions and... 12th April 2011 · 1 min read Global Markets Update Silver to follow gold to all-time high The recent surge in the price of silver largely represents catch-up with gold after three years of underperformance. This phase of rapid catch-up is probably now drawing to an end. Nonetheless, the... 11th April 2011 · 1 min read Pagination Previous … Page 442 Page 443 Page 444 Page 445 Current page 446 Page 447 Page 448 Page 449 Page 450 … Next
Global Markets Update Inflation fears to fade as commodity prices slide This week’s sharp falls in commodity prices of all types may have been exaggerated by wild speculation but are mostly consistent with our view of the economic fundamentals. 6th May 2011 · 1 min read
US Economics Update Hard to argue with negative outlook on US AAA credit rating Given the size of the US Federal deficit, which will be close to 10% of GDP this year, and the daunting medium-term fiscal challenges, it is hard to argue with S&P's decision to put a negative outlook... 18th April 2011 · 1 min read
Global Markets Update End of QE2 may not be a big deal for emerging markets The conclusion of the Fed’s second round of Treasury purchases is unlikely to be the major turning point for emerging market equities and bonds that many anticipate. Global financial conditions and... 12th April 2011 · 1 min read
Global Markets Update Silver to follow gold to all-time high The recent surge in the price of silver largely represents catch-up with gold after three years of underperformance. This phase of rapid catch-up is probably now drawing to an end. Nonetheless, the... 11th April 2011 · 1 min read
