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 Further downside ahead for EM currencies We think that emerging market (EM) currencies will continue to struggle over the rest of 2019 as the global economy remains weak for longer than investors anticipate, the trade war escalates further... 15th August 2019 · 3 mins read Global Markets Update More trouble probably lies ahead for Italian bonds We think that government bonds in Italy will come under pressure again in the coming months, given the brewing political crisis there and the resulting increased uncertainty over the country’s fiscal... 15th August 2019 · 3 mins read Global Markets Update Bond “bubble” likely to deflate, but not burst Government bonds have rallied further in developed economies in recent weeks, fuelling speculation that they are in a bubble which will burst at some point. We disagree. Admittedly, we think that the... 9th August 2019 · 3 mins read Global Markets Update S&P 500 EPS unlikely to keep outpacing “macro” profits The profits of Corporate America have shrunk during the past four years according to revised estimates recently published by the US Bureau of Economic Analysis (BEA). By contrast, S&P 500 operating... 5th August 2019 · 5 mins read Pagination Previous … Page 140 Page 141 Page 142 Page 143 Current page 144 Page 145 Page 146 Page 147 Page 148 … Next
Global Markets Update Further downside ahead for EM currencies We think that emerging market (EM) currencies will continue to struggle over the rest of 2019 as the global economy remains weak for longer than investors anticipate, the trade war escalates further... 15th August 2019 · 3 mins read
Global Markets Update More trouble probably lies ahead for Italian bonds We think that government bonds in Italy will come under pressure again in the coming months, given the brewing political crisis there and the resulting increased uncertainty over the country’s fiscal... 15th August 2019 · 3 mins read
Global Markets Update Bond “bubble” likely to deflate, but not burst Government bonds have rallied further in developed economies in recent weeks, fuelling speculation that they are in a bubble which will burst at some point. We disagree. Admittedly, we think that the... 9th August 2019 · 3 mins read
Global Markets Update S&P 500 EPS unlikely to keep outpacing “macro” profits The profits of Corporate America have shrunk during the past four years according to revised estimates recently published by the US Bureau of Economic Analysis (BEA). By contrast, S&P 500 operating... 5th August 2019 · 5 mins read
