Our latest macroeconomic insights Global Economics Focus r* and the end of the ultra-low rates era: executive summary Highlighting the key takeaways from our in-depth new analysis on equilibrium real interest rates in the post-pandemic global economy. 17th October 2023 · 0 mins read Global Markets Update Global risks and the outlook for EM dollar sovereign bonds We think the macroeconomic environment will continue to play the key role in the outlook for emerging markets (EM) dollar-denominated sovereign bonds this year and next. Despite country-specific risks... 13th October 2023 · 4 mins read Asset Allocation Update EM large cap underperformance may end soon Large-capitalisation (large-cap) stocks in emerging markets (EMs) have markedly underperformed their smaller counterparts this year, sharply contrasting with the relative performance of large- and... 13th October 2023 · 4 mins read Global Markets Update How demand and supply affect Treasury term premia Estimates suggest that the term premium of US 10-year Treasuries has bounced back to positive territory. We think that this can be at least partly explained by demand and supply factors. And we... 12th October 2023 · 5 mins read Pagination Previous … Page 67 Page 68 Page 69 Page 70 Current page 71 Page 72 Page 73 Page 74 Page 75 … Next
Global Economics Focus r* and the end of the ultra-low rates era: executive summary Highlighting the key takeaways from our in-depth new analysis on equilibrium real interest rates in the post-pandemic global economy. 17th October 2023 · 0 mins read
Global Markets Update Global risks and the outlook for EM dollar sovereign bonds We think the macroeconomic environment will continue to play the key role in the outlook for emerging markets (EM) dollar-denominated sovereign bonds this year and next. Despite country-specific risks... 13th October 2023 · 4 mins read
Asset Allocation Update EM large cap underperformance may end soon Large-capitalisation (large-cap) stocks in emerging markets (EMs) have markedly underperformed their smaller counterparts this year, sharply contrasting with the relative performance of large- and... 13th October 2023 · 4 mins read
Global Markets Update How demand and supply affect Treasury term premia Estimates suggest that the term premium of US 10-year Treasuries has bounced back to positive territory. We think that this can be at least partly explained by demand and supply factors. And we... 12th October 2023 · 5 mins read
