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 BTP-Bund spread still likely to narrow this year While we remain of the view that the ECB will eventually step up to the plate and increase its purchases of government bonds, concerns about Italy’s debt sustainability and its commitment to the euro... 1st May 2020 · 3 mins read Global Markets Update Bank equities may be on the road to nowhere We suspect that banks’ share prices will rebound a bit from here, after falling a long way. Nonetheless, we don’t think that banks will outperform other sectors significantly, or for long, even if the... 23rd April 2020 · 4 mins read Global Markets Update EM currency recovery unlikely to match 2009-10 We continue to think that most EM currencies will end the year higher than their current levels, even if they face further turbulence. But we don’t expect them to recover as strongly as they did after... 17th April 2020 · 4 mins read Global Markets Update We expect only a small rebound in safe bond yields If, as we expect, the global economy starts to recover in the second half of the year, the yields of core government bonds are likely to rebound a bit further. But we think that weak inflation and... 9th April 2020 · 4 mins read Pagination Previous … Page 121 Page 122 Page 123 Page 124 Current page 125 Page 126 Page 127 Page 128 Page 129 … Next
Global Markets Update BTP-Bund spread still likely to narrow this year While we remain of the view that the ECB will eventually step up to the plate and increase its purchases of government bonds, concerns about Italy’s debt sustainability and its commitment to the euro... 1st May 2020 · 3 mins read
Global Markets Update Bank equities may be on the road to nowhere We suspect that banks’ share prices will rebound a bit from here, after falling a long way. Nonetheless, we don’t think that banks will outperform other sectors significantly, or for long, even if the... 23rd April 2020 · 4 mins read
Global Markets Update EM currency recovery unlikely to match 2009-10 We continue to think that most EM currencies will end the year higher than their current levels, even if they face further turbulence. But we don’t expect them to recover as strongly as they did after... 17th April 2020 · 4 mins read
Global Markets Update We expect only a small rebound in safe bond yields If, as we expect, the global economy starts to recover in the second half of the year, the yields of core government bonds are likely to rebound a bit further. But we think that weak inflation and... 9th April 2020 · 4 mins read
