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 Valuations not a major threat to equity rally in our view We don’t think that the valuations of equities in general are particularly stretched. In any case, valuations are like pieces of elastic – they can stretch a lot before they snap. In our view... 17th July 2020 · 4 mins read Global Markets Update Resurgent pandemic the key risk to our forecasts While we remain optimistic about the outlook for equities and other risky assets, the rapid increase in new coronavirus cases, especially in the US, poses a key downside risk to our generally... 8th July 2020 · 3 mins read Global Markets Update US corporate spreads likely to narrow further News that a major US shale oil producer filed for bankruptcy last week has raised concerns about a new wave of coronavirus-induced corporate defaults. But even if the default rate does pick up in the... 7th July 2020 · 4 mins read Global Economics Focus Lasting blow to supply capacity is not inevitable It is by no means inevitable that the coronavirus crisis puts a big permanent hole in the supply capacity of economies (i.e. their ability to produce goods and services). With the right government... 29th June 2020 · 28 mins read Pagination Previous … Page 117 Page 118 Page 119 Page 120 Current page 121 Page 122 Page 123 Page 124 Page 125 … Next
Global Markets Update Valuations not a major threat to equity rally in our view We don’t think that the valuations of equities in general are particularly stretched. In any case, valuations are like pieces of elastic – they can stretch a lot before they snap. In our view... 17th July 2020 · 4 mins read
Global Markets Update Resurgent pandemic the key risk to our forecasts While we remain optimistic about the outlook for equities and other risky assets, the rapid increase in new coronavirus cases, especially in the US, poses a key downside risk to our generally... 8th July 2020 · 3 mins read
Global Markets Update US corporate spreads likely to narrow further News that a major US shale oil producer filed for bankruptcy last week has raised concerns about a new wave of coronavirus-induced corporate defaults. But even if the default rate does pick up in the... 7th July 2020 · 4 mins read
Global Economics Focus Lasting blow to supply capacity is not inevitable It is by no means inevitable that the coronavirus crisis puts a big permanent hole in the supply capacity of economies (i.e. their ability to produce goods and services). With the right government... 29th June 2020 · 28 mins read
