Our latest macroeconomic insights Global Markets Update What should we make of surging share buy-backs? One argument put forward for the rally in the US equity market is that share buy-backs are booming. This argument has its theoretical shortcomings, especially if the share buy-backs are financed with... 14th February 2011 · 1 min read Global Markets Update Crisis in Egypt could keep food prices higher for longer Much of the coverage of the wider fall-out from the crisis in Egypt has focused on the potential impact on oil prices, but this threat to the global recovery is almost certainly exaggerated. Instead... 2nd February 2011 · 1 min read Global Markets Update Recent weakness in gold price unlikely to be sustained The price of gold has fallen in recent weeks as reduced safe haven demand has more than offset the increase in inflation fears associated with the rises in some other commodity prices and the renewed... 26th January 2011 · 1 min read Global Markets Update Our big calls for 2011 (and beyond) We expect 2011 to be a year of generally disappointing growth but also fading fears of inflation in the developed economies, with lower industrial commodity prices and a stronger US dollar against... 13th January 2011 · 1 min read Pagination Previous … Page 445 Page 446 Page 447 Page 448 Current page 449 Page 450 Page 451 Page 452 Page 453 … Next
Global Markets Update What should we make of surging share buy-backs? One argument put forward for the rally in the US equity market is that share buy-backs are booming. This argument has its theoretical shortcomings, especially if the share buy-backs are financed with... 14th February 2011 · 1 min read
Global Markets Update Crisis in Egypt could keep food prices higher for longer Much of the coverage of the wider fall-out from the crisis in Egypt has focused on the potential impact on oil prices, but this threat to the global recovery is almost certainly exaggerated. Instead... 2nd February 2011 · 1 min read
Global Markets Update Recent weakness in gold price unlikely to be sustained The price of gold has fallen in recent weeks as reduced safe haven demand has more than offset the increase in inflation fears associated with the rises in some other commodity prices and the renewed... 26th January 2011 · 1 min read
Global Markets Update Our big calls for 2011 (and beyond) We expect 2011 to be a year of generally disappointing growth but also fading fears of inflation in the developed economies, with lower industrial commodity prices and a stronger US dollar against... 13th January 2011 · 1 min read
