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 China’s markets may diverge from those elsewhere Just as we expect China’s economy to slow later this year even as growth picks up rapidly elsewhere, we think China’s financial markets could stand out from those in the rest of the world in the... 11th March 2021 · 3 mins read Global Markets Update We think that the future is bright for Japanese equities We think that the recent outperformance of the MSCI Japan Index relative to the MSCI USA Index will continue as the world slowly gets back to normal. 9th March 2021 · 4 mins read Global Markets Update Rising bond yields and the outlook for the US dollar The rise of government bond yields in the US and other developed markets (DMs) this year has made a significant impact on currency markets and, if it continues, would challenge our forecast for a... 5th March 2021 · 5 mins read Global Markets Update Assessing the risks to EMs from higher US real yields We don’t expect the recent rise in US bond yields to turn into a rerun of the 2013 Taper Tantrum. But even if US real yields continued to grind higher, we think that EM assets and currencies would be... 4th March 2021 · 4 mins read Pagination Previous … Page 101 Page 102 Page 103 Page 104 Current page 105 Page 106 Page 107 Page 108 Page 109 … Next
Global Markets Update China’s markets may diverge from those elsewhere Just as we expect China’s economy to slow later this year even as growth picks up rapidly elsewhere, we think China’s financial markets could stand out from those in the rest of the world in the... 11th March 2021 · 3 mins read
Global Markets Update We think that the future is bright for Japanese equities We think that the recent outperformance of the MSCI Japan Index relative to the MSCI USA Index will continue as the world slowly gets back to normal. 9th March 2021 · 4 mins read
Global Markets Update Rising bond yields and the outlook for the US dollar The rise of government bond yields in the US and other developed markets (DMs) this year has made a significant impact on currency markets and, if it continues, would challenge our forecast for a... 5th March 2021 · 5 mins read
Global Markets Update Assessing the risks to EMs from higher US real yields We don’t expect the recent rise in US bond yields to turn into a rerun of the 2013 Taper Tantrum. But even if US real yields continued to grind higher, we think that EM assets and currencies would be... 4th March 2021 · 4 mins read
