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 that US corporate spreads will narrow further While US corporate credit spreads are now close to their pre-pandemic levels, we think that they will fall further in general as the global economy recovers with the help of vaccines. 10th December 2020 · 3 mins read Global Markets Update We think the dollar will fall further as risky assets gain We think that the inverse relationship between the dollar and risk appetite will remain strong over the next couple of years, against a backdrop of low and stable interest rates. We expect that the... 10th December 2020 · 3 mins read Global Markets Update Real yields in the US could go lower still We expect the recent rise in US inflation compensation to continue as the economy recovers, but doubt that it will be matched by a similar increase in nominal bond yields. As such, we think real... 10th December 2020 · 3 mins read Global Markets Focus The outlook for E-Z peripheral spreads after COVID-19 We think that the spreads of “peripheral” government bonds in the euro-zone are likely to fall next year to levels not seen since before the region’s sovereign debt crisis and that they will stay low... 4th December 2020 · 20 mins read Pagination Previous … Page 108 Page 109 Page 110 Page 111 Current page 112 Page 113 Page 114 Page 115 Page 116 … Next
Global Markets Update We think that US corporate spreads will narrow further While US corporate credit spreads are now close to their pre-pandemic levels, we think that they will fall further in general as the global economy recovers with the help of vaccines. 10th December 2020 · 3 mins read
Global Markets Update We think the dollar will fall further as risky assets gain We think that the inverse relationship between the dollar and risk appetite will remain strong over the next couple of years, against a backdrop of low and stable interest rates. We expect that the... 10th December 2020 · 3 mins read
Global Markets Update Real yields in the US could go lower still We expect the recent rise in US inflation compensation to continue as the economy recovers, but doubt that it will be matched by a similar increase in nominal bond yields. As such, we think real... 10th December 2020 · 3 mins read
Global Markets Focus The outlook for E-Z peripheral spreads after COVID-19 We think that the spreads of “peripheral” government bonds in the euro-zone are likely to fall next year to levels not seen since before the region’s sovereign debt crisis and that they will stay low... 4th December 2020 · 20 mins read
