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 China’s equities & currency likely to underwhelm Optimism about a Phase One deal has driven the rally in Chinese equities and the renminbi since late 2019. But now that the deal has been signed, this ought to be fully discounted in the markets. And... 16th January 2020 · 3 mins read Global Markets Update Corporate bonds unlikely to make strong gains in 2020 Corporate bond markets in the US, the UK and the euro-zone have started 2020 on a strong footing, largely reflecting expectations that monetary policy there will remain accommodative for the... 10th January 2020 · 3 mins read Global Markets Update Earnings unlikely to pick up the baton & boost equities While corporate earnings in the US will probably recover a bit this year, we think that they will fall short of expectations of a big rebound. And given that we don’t expect valuations to rise... 9th January 2020 · 3 mins read Global Markets Update Key market calls for 2020 After large gains for both bonds and equities in 2019, we expect that both will fare less well next year. And, in contrast to most other forecasters, we think that the US dollar will rise further in... 23rd December 2019 · 4 mins read Pagination Previous … Page 129 Page 130 Page 131 Page 132 Current page 133 Page 134 Page 135 Page 136 Page 137 … Next
Global Markets Update China’s equities & currency likely to underwhelm Optimism about a Phase One deal has driven the rally in Chinese equities and the renminbi since late 2019. But now that the deal has been signed, this ought to be fully discounted in the markets. And... 16th January 2020 · 3 mins read
Global Markets Update Corporate bonds unlikely to make strong gains in 2020 Corporate bond markets in the US, the UK and the euro-zone have started 2020 on a strong footing, largely reflecting expectations that monetary policy there will remain accommodative for the... 10th January 2020 · 3 mins read
Global Markets Update Earnings unlikely to pick up the baton & boost equities While corporate earnings in the US will probably recover a bit this year, we think that they will fall short of expectations of a big rebound. And given that we don’t expect valuations to rise... 9th January 2020 · 3 mins read
Global Markets Update Key market calls for 2020 After large gains for both bonds and equities in 2019, we expect that both will fare less well next year. And, in contrast to most other forecasters, we think that the US dollar will rise further in... 23rd December 2019 · 4 mins read
