Our latest macroeconomic insights Global Markets Update Getting to grips with TIPS The yield on 5-year US Treasury Inflation Protected Securities (TIPS) has tumbled to a record low of minus 0.5%. It could fall even further if the yield on 5-year conventional Treasuries continues to... 13th October 2010 · 1 min read Global Markets Update Bubble trouble? The prospect of additional quantitative easing (QE) by a number of major central banks in the developed world has coincided with a renewed surge in the prices of risky assets. We are sceptical that... 7th October 2010 · 1 min read Global Markets Update Just how significant is yen intervention? This month’s intervention by Japan to weaken the yen has contributed to fears of a “global currency war” or, viewed more positively, to hopes that large-scale unsterilised intervention by the major... 30th September 2010 · 1 min read Global Markets Update A change of view on gold We now expect gold prices to stay high for several more years. Fears of runaway inflation or a dollar collapse, which underpin some of the most bullish forecasts for gold, remain exaggerated... 23rd September 2010 · 1 min read Pagination Previous … Page 452 Page 453 Page 454 Page 455 Current page 456 Page 457 Page 458 Page 459 Page 460 … Next
Global Markets Update Getting to grips with TIPS The yield on 5-year US Treasury Inflation Protected Securities (TIPS) has tumbled to a record low of minus 0.5%. It could fall even further if the yield on 5-year conventional Treasuries continues to... 13th October 2010 · 1 min read
Global Markets Update Bubble trouble? The prospect of additional quantitative easing (QE) by a number of major central banks in the developed world has coincided with a renewed surge in the prices of risky assets. We are sceptical that... 7th October 2010 · 1 min read
Global Markets Update Just how significant is yen intervention? This month’s intervention by Japan to weaken the yen has contributed to fears of a “global currency war” or, viewed more positively, to hopes that large-scale unsterilised intervention by the major... 30th September 2010 · 1 min read
Global Markets Update A change of view on gold We now expect gold prices to stay high for several more years. Fears of runaway inflation or a dollar collapse, which underpin some of the most bullish forecasts for gold, remain exaggerated... 23rd September 2010 · 1 min read
