Our latest macroeconomic insights Global Markets Update Gold on track for $700 Gold’s fall below $800/oz today has reinforced our long-held and non-consensus view that prices are heading for $700. Indeed, they may get there even sooner than we had expected. 15th August 2008 · 1 min read Global Markets Update A cautionary note on the dollar Last week’s bounce has prompted us to raise our forecasts for the dollar against the euro, yen and sterling, but we had already expected the US currency to recover some ground in the second half of... 11th August 2008 · 1 min read Global Markets Update Will the falls in commodity prices be sustained? We think that the recent sharp falls in commodity prices are more than just a temporary dip in an upward trend. The focus has been on the oil price, which has fallen by more than $25 per barrel (or 18... 5th August 2008 · 1 min read Global Markets Update No policy shift on the Chinese renminbi Despite the slower pace of appreciation against the dollar in recent weeks, the renminbi is still likely to rise significantly more than the 5% or so priced into the forwards markets for the next 12... 24th July 2008 · 1 min read Pagination Previous … Page 490 Page 491 Page 492 Page 493 Current page 494 Page 495 Page 496 Page 497 Page 498 … Next
Global Markets Update Gold on track for $700 Gold’s fall below $800/oz today has reinforced our long-held and non-consensus view that prices are heading for $700. Indeed, they may get there even sooner than we had expected. 15th August 2008 · 1 min read
Global Markets Update A cautionary note on the dollar Last week’s bounce has prompted us to raise our forecasts for the dollar against the euro, yen and sterling, but we had already expected the US currency to recover some ground in the second half of... 11th August 2008 · 1 min read
Global Markets Update Will the falls in commodity prices be sustained? We think that the recent sharp falls in commodity prices are more than just a temporary dip in an upward trend. The focus has been on the oil price, which has fallen by more than $25 per barrel (or 18... 5th August 2008 · 1 min read
Global Markets Update No policy shift on the Chinese renminbi Despite the slower pace of appreciation against the dollar in recent weeks, the renminbi is still likely to rise significantly more than the 5% or so priced into the forwards markets for the next 12... 24th July 2008 · 1 min read
