Our latest macroeconomic insights Global Markets Update Will QE continue to undermine the dollar? The conventional view that further quantitative easing (QE) is unambiguously negative for the dollar will be tested next week both by the outcome of the Fed meeting and by the decisions of other major... 29th October 2010 · 1 min read Global Markets Update Oil prices to drop to $60pb in 2011 We continue to expect oil prices to fall back towards $60 per barrel (pb) by the end of next year as the dollar recovers and global demand ultimately disappoints, even though this would take them... 27th October 2010 · 1 min read Global Markets Update What will the weaker dollar do for US corporate profits? The dollar’s slide is a welcome boost for US companies. A weaker currency not only allows exporters to gain market share and boost their margins, but also benefits those firms selling goods at home... 21st October 2010 · 1 min read Global Markets Update Commodity super-cycle, or bubble? The recent strength in the prices of industrial metals and oil has revived talk of a “super-cycle” for these commodities where strong demand from emerging economies drives a multi-year bull market. We... 14th October 2010 · 1 min read Pagination Previous … Page 451 Page 452 Page 453 Page 454 Current page 455 Page 456 Page 457 Page 458 Page 459 … Next
Global Markets Update Will QE continue to undermine the dollar? The conventional view that further quantitative easing (QE) is unambiguously negative for the dollar will be tested next week both by the outcome of the Fed meeting and by the decisions of other major... 29th October 2010 · 1 min read
Global Markets Update Oil prices to drop to $60pb in 2011 We continue to expect oil prices to fall back towards $60 per barrel (pb) by the end of next year as the dollar recovers and global demand ultimately disappoints, even though this would take them... 27th October 2010 · 1 min read
Global Markets Update What will the weaker dollar do for US corporate profits? The dollar’s slide is a welcome boost for US companies. A weaker currency not only allows exporters to gain market share and boost their margins, but also benefits those firms selling goods at home... 21st October 2010 · 1 min read
Global Markets Update Commodity super-cycle, or bubble? The recent strength in the prices of industrial metals and oil has revived talk of a “super-cycle” for these commodities where strong demand from emerging economies drives a multi-year bull market. We... 14th October 2010 · 1 min read
