Our latest macroeconomic insights Global Economics Focus Asset price bubbles – where are the greatest risks? We do not believe there is a bubble in government bonds. Bubbles are more likely to develop in emerging markets but are not yet widespread. Instead, our greatest concern is the high levels of... 9th December 2010 · 1 min read Global Markets Update Are Treasuries overvalued compared to US equities? Aside from this week’s fiscal stimulus proposals, one explanation being provided for the sell-off in US government bonds is that they look expensive relative to US equities. We agree, but we don’t... 9th December 2010 · 1 min read Global Markets Update Market implications of more US fiscal stimulus The unexpected scale of the fiscal stimulus agreed by the Obama administration and Republican leaders has caught the markets off guard. We think the rally in the dollar makes sense, and that investors... 8th December 2010 · 1 min read Global Markets Update Will common euro-zone bond issuance see the light of day? The establishment of a market for euro-zone government bonds that are guaranteed by all Member States is seen by some as an important contribution to a resolution of the region’s fiscal crisis. We are... 7th December 2010 · 1 min read Pagination Previous … Page 448 Page 449 Page 450 Page 451 Current page 452 Page 453 Page 454 Page 455 Page 456 … Next
Global Economics Focus Asset price bubbles – where are the greatest risks? We do not believe there is a bubble in government bonds. Bubbles are more likely to develop in emerging markets but are not yet widespread. Instead, our greatest concern is the high levels of... 9th December 2010 · 1 min read
Global Markets Update Are Treasuries overvalued compared to US equities? Aside from this week’s fiscal stimulus proposals, one explanation being provided for the sell-off in US government bonds is that they look expensive relative to US equities. We agree, but we don’t... 9th December 2010 · 1 min read
Global Markets Update Market implications of more US fiscal stimulus The unexpected scale of the fiscal stimulus agreed by the Obama administration and Republican leaders has caught the markets off guard. We think the rally in the dollar makes sense, and that investors... 8th December 2010 · 1 min read
Global Markets Update Will common euro-zone bond issuance see the light of day? The establishment of a market for euro-zone government bonds that are guaranteed by all Member States is seen by some as an important contribution to a resolution of the region’s fiscal crisis. We are... 7th December 2010 · 1 min read
