Our latest macroeconomic insights Global Markets Update US corporate bond spreads may rise again Corporate credit spreads have fallen back in the US over the past couple of weeks, while they have risen in the euro-zone and the UK. However, given our pessimistic view of the US economy, we suspect... 5th July 2023 · 4 mins read Asset Allocation Update Making sense of asset flows and the yen Reconciling the slide in Japan’s currency with big flows into its stock market from abroad and a perception that the appeal of foreign bonds to Japanese investors has waned in response to high hedging... 30th June 2023 · 4 mins read Global Economics Focus Is corporate greed to blame for high inflation? The surge in inflation in advanced economies has not been driven by a widening of firms’ profit margins. However, the fact that firms have been able to maintain profit margins in the face of rising... 29th June 2023 · 23 mins read Global Markets Update High Treasury volatility won’t prevent yields from falling Treasury volatility has fallen over recent weeks but remains high by historical standards, and we wouldn’t be surprised if it remained so over the rest of 2023 even after the Fed has concluded its... 21st June 2023 · 3 mins read Pagination Previous … Page 79 Page 80 Page 81 Page 82 Current page 83 Page 84 Page 85 Page 86 Page 87 … Next
Global Markets Update US corporate bond spreads may rise again Corporate credit spreads have fallen back in the US over the past couple of weeks, while they have risen in the euro-zone and the UK. However, given our pessimistic view of the US economy, we suspect... 5th July 2023 · 4 mins read
Asset Allocation Update Making sense of asset flows and the yen Reconciling the slide in Japan’s currency with big flows into its stock market from abroad and a perception that the appeal of foreign bonds to Japanese investors has waned in response to high hedging... 30th June 2023 · 4 mins read
Global Economics Focus Is corporate greed to blame for high inflation? The surge in inflation in advanced economies has not been driven by a widening of firms’ profit margins. However, the fact that firms have been able to maintain profit margins in the face of rising... 29th June 2023 · 23 mins read
Global Markets Update High Treasury volatility won’t prevent yields from falling Treasury volatility has fallen over recent weeks but remains high by historical standards, and we wouldn’t be surprised if it remained so over the rest of 2023 even after the Fed has concluded its... 21st June 2023 · 3 mins read
