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 Record-low inflation compensation unlikely to persist Though government bond yields have rebounded over the past week, inflation compensation remains near record lows in the US and the euro-zone. In our view, this is unlikely to persist, especially in... 17th October 2019 · 3 mins read Global Markets Update Weak earnings might spark a sharp fall in US equities The corporate earnings season starting this week in the US could provide the trigger for the drop in the S&P 500 that we forecast to happen this year. Indeed, we think that earnings will disappoint... 15th October 2019 · 3 mins read Global Markets Update We expect EM equities to fall further As the outlook for the global economy continues to worsen, we expect risky assets generally to struggle over coming months and emerging market equities to fall further. East Asian markets are likely... 11th October 2019 · 3 mins read Global Markets Update Portugal/Spain spread won’t fall further in our view The yield of 10-year government bonds in Portugal has fallen below that of their counterparts in Spain this week after Portugal’s Socialist Party retained power in Sunday’s legislative elections... 11th October 2019 · 3 mins read Pagination Previous … Page 135 Page 136 Page 137 Page 138 Current page 139 Page 140 Page 141 Page 142 Page 143 … Next
Global Markets Update Record-low inflation compensation unlikely to persist Though government bond yields have rebounded over the past week, inflation compensation remains near record lows in the US and the euro-zone. In our view, this is unlikely to persist, especially in... 17th October 2019 · 3 mins read
Global Markets Update Weak earnings might spark a sharp fall in US equities The corporate earnings season starting this week in the US could provide the trigger for the drop in the S&P 500 that we forecast to happen this year. Indeed, we think that earnings will disappoint... 15th October 2019 · 3 mins read
Global Markets Update We expect EM equities to fall further As the outlook for the global economy continues to worsen, we expect risky assets generally to struggle over coming months and emerging market equities to fall further. East Asian markets are likely... 11th October 2019 · 3 mins read
Global Markets Update Portugal/Spain spread won’t fall further in our view The yield of 10-year government bonds in Portugal has fallen below that of their counterparts in Spain this week after Portugal’s Socialist Party retained power in Sunday’s legislative elections... 11th October 2019 · 3 mins read
