Our latest macroeconomic insights Global Markets Update Are bond markets complacent about inflation? Many commentators have begun to argue that markets are increasingly complacent about the outlook for global inflation and that the widespread increase in government bond yields last month is therefore... 2nd June 2008 · 1 min read Global Markets Update Policy changes to dampen Asian demand for oil The trend among Asian countries towards cutting fuel subsidies will increase the sensitivity of demand to higher global oil prices and make it less likely that the recent surge in the cost of crude... 23rd May 2008 · 1 min read Global Markets Update Is gold now too cheap relative to oil? The fact that the ratio of gold prices to oil prices is now well below its long-run average is often used to argue that gold must be significantly under-valued. We disagree, for three reasons. 14th May 2008 · 1 min read Global Markets Update Falling dollar obscures weakening oil market fundamentals Developments in the dollar are likely to dominate oil price movements in the short-term and could even drag Brent crude as high as $125 per barrel (pb) this quarter. Nevertheless, with a recovery of... 22nd April 2008 · 1 min read Pagination Previous … Page 492 Page 493 Page 494 Page 495 Current page 496 Page 497 Page 498 Page 499 Page 500 … Next
Global Markets Update Are bond markets complacent about inflation? Many commentators have begun to argue that markets are increasingly complacent about the outlook for global inflation and that the widespread increase in government bond yields last month is therefore... 2nd June 2008 · 1 min read
Global Markets Update Policy changes to dampen Asian demand for oil The trend among Asian countries towards cutting fuel subsidies will increase the sensitivity of demand to higher global oil prices and make it less likely that the recent surge in the cost of crude... 23rd May 2008 · 1 min read
Global Markets Update Is gold now too cheap relative to oil? The fact that the ratio of gold prices to oil prices is now well below its long-run average is often used to argue that gold must be significantly under-valued. We disagree, for three reasons. 14th May 2008 · 1 min read
Global Markets Update Falling dollar obscures weakening oil market fundamentals Developments in the dollar are likely to dominate oil price movements in the short-term and could even drag Brent crude as high as $125 per barrel (pb) this quarter. Nevertheless, with a recovery of... 22nd April 2008 · 1 min read
