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 E-Z government bond yields likely to be low for longer Christine Lagarde’s nomination as ECB President makes us even more optimistic about the near-term outlook for government bonds in the euro-zone and reinforces our view that corporate bonds there will... 5th July 2019 · 2 mins read Global Markets Update Co-movement of equities and bonds unlikely to last While the real returns from a wide variety of assets were positive in the first half of this year, we don’t expect the good news to last. We project that those from US equities and government bonds... 3rd July 2019 · 3 mins read Global Markets Update BoJ policy stance may put upward pressure on the yen We have long forecast the yen to strengthen to ¥105/$ by the end of 2019, primarily based on our expectation that a sell-off in global equities would boost the demand for safe havens. While we remain... 28th June 2019 · 3 mins read Global Markets Update Fed easing and US equities: lessons from history While the performance of the US stock market in the Fed’s last four easing cycles was varied, our view remains that it will fall in the next one, which we expect to span from late-summer 2019 to... 27th June 2019 · 3 mins read Pagination Previous … Page 142 Page 143 Page 144 Page 145 Current page 146 Page 147 Page 148 Page 149 Page 150 … Next
Global Markets Update E-Z government bond yields likely to be low for longer Christine Lagarde’s nomination as ECB President makes us even more optimistic about the near-term outlook for government bonds in the euro-zone and reinforces our view that corporate bonds there will... 5th July 2019 · 2 mins read
Global Markets Update Co-movement of equities and bonds unlikely to last While the real returns from a wide variety of assets were positive in the first half of this year, we don’t expect the good news to last. We project that those from US equities and government bonds... 3rd July 2019 · 3 mins read
Global Markets Update BoJ policy stance may put upward pressure on the yen We have long forecast the yen to strengthen to ¥105/$ by the end of 2019, primarily based on our expectation that a sell-off in global equities would boost the demand for safe havens. While we remain... 28th June 2019 · 3 mins read
Global Markets Update Fed easing and US equities: lessons from history While the performance of the US stock market in the Fed’s last four easing cycles was varied, our view remains that it will fall in the next one, which we expect to span from late-summer 2019 to... 27th June 2019 · 3 mins read
