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: Bonds & Equities We expect Canadian dollar appreciation to persist We are upgrading our already above-consensus forecast for the Canadian dollar, as we expect higher oil prices, stronger-than-expected GDP growth, and favourable interest rate differentials to drive a... 19th October 2020 · 3 mins read Global Markets Update Assessing the risk of another crash in Chinese equities Some measures of valuation and risk-taking in Chinese equities have approached levels last seen prior to their crash in 2015. We think another crash is unlikely, but doubt equities will make much more... 13th October 2020 · 3 mins read Global Markets Update Geopolitical tensions key to outlook for the EMBI Europe The yield of the EMBI Europe has risen since June and we doubt that it will fall back much over the coming year if geopolitical tensions involving Turkey and Russia persist. 8th October 2020 · 4 mins read Global Markets Update Prospects are brighter for Kiwi than Aussie in our view We have revised up our already-bullish forecasts for the Australian dollar and the New Zealand dollar against the US dollar over the next few years, to reflect changes to our outlook for the Chinese... 8th October 2020 · 4 mins read Pagination Previous … Page 112 Page 113 Page 114 Page 115 Current page 116 Page 117 Page 118 Page 119 Page 120 … Next
Bonds & Equities We expect Canadian dollar appreciation to persist We are upgrading our already above-consensus forecast for the Canadian dollar, as we expect higher oil prices, stronger-than-expected GDP growth, and favourable interest rate differentials to drive a... 19th October 2020 · 3 mins read
Global Markets Update Assessing the risk of another crash in Chinese equities Some measures of valuation and risk-taking in Chinese equities have approached levels last seen prior to their crash in 2015. We think another crash is unlikely, but doubt equities will make much more... 13th October 2020 · 3 mins read
Global Markets Update Geopolitical tensions key to outlook for the EMBI Europe The yield of the EMBI Europe has risen since June and we doubt that it will fall back much over the coming year if geopolitical tensions involving Turkey and Russia persist. 8th October 2020 · 4 mins read
Global Markets Update Prospects are brighter for Kiwi than Aussie in our view We have revised up our already-bullish forecasts for the Australian dollar and the New Zealand dollar against the US dollar over the next few years, to reflect changes to our outlook for the Chinese... 8th October 2020 · 4 mins read
