Our latest macroeconomic insights Global Markets Update How DM bonds might fare as easing cycles gather pace We expect long-dated government bond yields in most developed market economies to fall over the remainder of this year and next, as central banks shift focus to monetary easing. But, in some cases, we... 21st September 2023 · 4 mins read Asset Allocation Update The relative outlook for US and UK markets We think that both the Fed and the BoE are finished hiking interest rates and will cut by more than investors are discounting over the next couple of years. We also expect the US and UK economies to... 21st September 2023 · 4 mins read Global Markets Update We expect EM local-currency sovereign bonds to rally Given our dovish view of monetary policy in Emerging Markets (EMs) – and our increasingly less bearish view of the US economy – we think that EM local-currency government bond yields will fall across... 14th September 2023 · 5 mins read Global Markets Update New forecasts for the S&P 500, US Treasuries, and the dollar We’ve revised up our projections for the S&P 500 and the 10-year Treasury yield, but still expect both to fall a bit by the end of this year. We have also tweaked our forecast for the US dollar. 14th September 2023 · 4 mins read Pagination Previous … Page 70 Page 71 Page 72 Page 73 Current page 74 Page 75 Page 76 Page 77 Page 78 … Next
Global Markets Update How DM bonds might fare as easing cycles gather pace We expect long-dated government bond yields in most developed market economies to fall over the remainder of this year and next, as central banks shift focus to monetary easing. But, in some cases, we... 21st September 2023 · 4 mins read
Asset Allocation Update The relative outlook for US and UK markets We think that both the Fed and the BoE are finished hiking interest rates and will cut by more than investors are discounting over the next couple of years. We also expect the US and UK economies to... 21st September 2023 · 4 mins read
Global Markets Update We expect EM local-currency sovereign bonds to rally Given our dovish view of monetary policy in Emerging Markets (EMs) – and our increasingly less bearish view of the US economy – we think that EM local-currency government bond yields will fall across... 14th September 2023 · 5 mins read
Global Markets Update New forecasts for the S&P 500, US Treasuries, and the dollar We’ve revised up our projections for the S&P 500 and the 10-year Treasury yield, but still expect both to fall a bit by the end of this year. We have also tweaked our forecast for the US dollar. 14th September 2023 · 4 mins read
