Thank you! Click below to read the report Read the report now Don't have time to read it now? We've emailed you a link so you can read it at any time. You may also be interested in: Global Markets Update We think long-term Treasury yields will resume their rise We doubt that the recent fall in long-term Treasury yields will persist, and are sticking with our view that they will rise a fairly long way by the end of the year. 22nd April 2021 · 3 mins read Global Markets Update Revising down our forecast for Swiss equities We no longer expect the MSCI Switzerland Index to outperform the MSCI USA Index over the next couple of years and have lowered our end-2021 and end-2022 forecasts accordingly. 20th April 2021 · 4 mins read Global Markets Update Assessing the market implications of an SDR allocation We think the IMF’s anticipated $650bn Special Drawing Rights (SDR) allocation is unlikely to have a major market impact, although it might provide countries with falling exchange rates and low levels... 15th April 2021 · 4 mins read Global Markets Update We expect bond yield divergence to favour the USD We expect higher government bond yields in the US than in other developed markets (DMs) to push the US dollar up, as has generally been the case since the Global Financial Crisis. 9th April 2021 · 4 mins read Pagination Previous … Page 98 Page 99 Page 100 Page 101 Current page 102 Page 103 Page 104 Page 105 Page 106 … Next
Global Markets Update We think long-term Treasury yields will resume their rise We doubt that the recent fall in long-term Treasury yields will persist, and are sticking with our view that they will rise a fairly long way by the end of the year. 22nd April 2021 · 3 mins read
Global Markets Update Revising down our forecast for Swiss equities We no longer expect the MSCI Switzerland Index to outperform the MSCI USA Index over the next couple of years and have lowered our end-2021 and end-2022 forecasts accordingly. 20th April 2021 · 4 mins read
Global Markets Update Assessing the market implications of an SDR allocation We think the IMF’s anticipated $650bn Special Drawing Rights (SDR) allocation is unlikely to have a major market impact, although it might provide countries with falling exchange rates and low levels... 15th April 2021 · 4 mins read
Global Markets Update We expect bond yield divergence to favour the USD We expect higher government bond yields in the US than in other developed markets (DMs) to push the US dollar up, as has generally been the case since the Global Financial Crisis. 9th April 2021 · 4 mins read
