Our latest macroeconomic insights Asset Allocation Update French equities may struggle to outperform again The French stock market’s strong showing since 2018 appears to have been built on solid ground. But French equities have stopped outperforming their German peers this year, and the bar is quite high... 3rd August 2023 · 3 mins read Emerging Markets Economics Update Lessons from the early EM interest rate cutters The key points that stand out from the recent moves by central banks in Brazil, Chile and Hungary to cut interest rates are, first, how quickly policymakers have shifted from hawkish to dovish and... 3rd August 2023 · 4 mins read Global Markets Update The implications of El Niño for global markets We think El Niño poses downside risks to the prices of emerging market assets, in general. But even if the effect in aggregate wasn’t all that large, there are several vulnerable sectors where such an... 3rd August 2023 · 4 mins read FX Markets Update Effective end of YCC adds to the case for a stronger yen The BoJ’s decision earlier today to, in effect, end its long-standing Yield Curve Control (YCC) policy means that long-term government bond yields in Japan will become more responsive to economic... 28th July 2023 · 4 mins read Pagination Previous … Page 75 Page 76 Page 77 Page 78 Current page 79 Page 80 Page 81 Page 82 Page 83 … Next
Asset Allocation Update French equities may struggle to outperform again The French stock market’s strong showing since 2018 appears to have been built on solid ground. But French equities have stopped outperforming their German peers this year, and the bar is quite high... 3rd August 2023 · 3 mins read
Emerging Markets Economics Update Lessons from the early EM interest rate cutters The key points that stand out from the recent moves by central banks in Brazil, Chile and Hungary to cut interest rates are, first, how quickly policymakers have shifted from hawkish to dovish and... 3rd August 2023 · 4 mins read
Global Markets Update The implications of El Niño for global markets We think El Niño poses downside risks to the prices of emerging market assets, in general. But even if the effect in aggregate wasn’t all that large, there are several vulnerable sectors where such an... 3rd August 2023 · 4 mins read
FX Markets Update Effective end of YCC adds to the case for a stronger yen The BoJ’s decision earlier today to, in effect, end its long-standing Yield Curve Control (YCC) policy means that long-term government bond yields in Japan will become more responsive to economic... 28th July 2023 · 4 mins read
