Our latest macroeconomic insights Global Markets Update Firms' high ROE does not justify a re-rating of US equities US nonfarm, nonfinancial companies have enjoyed a rapid increase in their return on equity (ROE). This does not, however, imply that the stock market is attractively valued. For one thing, the... 11th November 2010 · 1 min read Global Markets Update Is the tide turning against the euro? The near 20% rise in the euro against the US dollar over the last six months has clearly not sat comfortably with our prediction back in May that the single currency would depreciate further and drop... 10th November 2010 · 1 min read Global Economics Focus Emerging markets will not rescue the rest of the world Emerging market economies will continue to grow rapidly over the next few years. But with current account surpluses in most of Asia and among oil producers likely to remain high, this will not be of... 8th November 2010 · 1 min read Global Markets Update QE2 is no panacea for the US stock market The US stock market’s lukewarm reaction to yesterday’s FOMC statement suggests the scale and timing of the Fed’s additional monetary stimulus have been largely, though not completely, discounted. We... 4th November 2010 · 1 min read Pagination Previous … Page 450 Page 451 Page 452 Page 453 Current page 454 Page 455 Page 456 Page 457 Page 458 … Next
Global Markets Update Firms' high ROE does not justify a re-rating of US equities US nonfarm, nonfinancial companies have enjoyed a rapid increase in their return on equity (ROE). This does not, however, imply that the stock market is attractively valued. For one thing, the... 11th November 2010 · 1 min read
Global Markets Update Is the tide turning against the euro? The near 20% rise in the euro against the US dollar over the last six months has clearly not sat comfortably with our prediction back in May that the single currency would depreciate further and drop... 10th November 2010 · 1 min read
Global Economics Focus Emerging markets will not rescue the rest of the world Emerging market economies will continue to grow rapidly over the next few years. But with current account surpluses in most of Asia and among oil producers likely to remain high, this will not be of... 8th November 2010 · 1 min read
Global Markets Update QE2 is no panacea for the US stock market The US stock market’s lukewarm reaction to yesterday’s FOMC statement suggests the scale and timing of the Fed’s additional monetary stimulus have been largely, though not completely, discounted. We... 4th November 2010 · 1 min read
