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 expect Chinese equities to underperform in 2021 Although Chinese equities have bounced back a bit so far in 2021, they have still underperformed those elsewhere since the news on vaccine efficacy in late 2020. We expect further underperformance... 13th January 2021 · 3 mins read Global Markets Update We still expect the Fed to keep Treasury yields low Despite the jump in US Treasury yields this week following the Georgia Senate run-off election results, we continue to think that the Fed will keep them from rising much further this year. 8th January 2021 · 4 mins read Global Markets Update The Nordic currencies could rise further in 2021 We expect both the Swedish krona and the Norwegian krone to appreciate against the euro and the dollar in 2021. However, in contrast to 2020, we expect the NOK to outperform the SEK slightly this year... 7th January 2021 · 4 mins read Global Markets Update We still think the future looks bright for risky assets Risky assets have continued to rally even as the near-term economic picture has turned a bit gloomier, but we do not think this reflects excessive optimism. Indeed, we think risky assets could rally... 6th January 2021 · 3 mins read Pagination Previous … Page 106 Page 107 Page 108 Page 109 Current page 110 Page 111 Page 112 Page 113 Page 114 … Next
Global Markets Update We expect Chinese equities to underperform in 2021 Although Chinese equities have bounced back a bit so far in 2021, they have still underperformed those elsewhere since the news on vaccine efficacy in late 2020. We expect further underperformance... 13th January 2021 · 3 mins read
Global Markets Update We still expect the Fed to keep Treasury yields low Despite the jump in US Treasury yields this week following the Georgia Senate run-off election results, we continue to think that the Fed will keep them from rising much further this year. 8th January 2021 · 4 mins read
Global Markets Update The Nordic currencies could rise further in 2021 We expect both the Swedish krona and the Norwegian krone to appreciate against the euro and the dollar in 2021. However, in contrast to 2020, we expect the NOK to outperform the SEK slightly this year... 7th January 2021 · 4 mins read
Global Markets Update We still think the future looks bright for risky assets Risky assets have continued to rally even as the near-term economic picture has turned a bit gloomier, but we do not think this reflects excessive optimism. Indeed, we think risky assets could rally... 6th January 2021 · 3 mins read
