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 New forecasts for the S&P 500, US Treasuries, and the dollar We’ve revised up our projections for the S&P 500 and the 10-year Treasury yield, but still expect both to fall a bit by the end of this year. We have also tweaked our forecast for the US dollar. 14th September 2023 · 4 mins read Global Markets Update We expect a rally in government bonds in the US and Europe Market implied rates suggest that investors expect inflation to normalise in the US and Europe in the next couple of years. While we share that view, we think they are overestimating the level of... 8th September 2023 · 3 mins read Global Markets Focus Soft landings, immaculate disinflation, and US equities A “soft landing” for the economy in the US seems increasingly possible, so we look back at previous similar episodes to get an idea of what might be ahead for equities there. 7th September 2023 · 12 mins read Global Markets Update Is there much scope for the S&P 500 to build on its gains? We think there is ample scope for the US stock market to perform strongly in 2024 and 2025. Admittedly, this year’s rally in the S&P 500 hasn’t had much to do with expectations of faster growth in... 31st August 2023 · 4 mins read Pagination Previous … Page 44 Page 45 Page 46 Page 47 Current page 48 Page 49 Page 50 Page 51 Page 52 … Next
Global Markets Update New forecasts for the S&P 500, US Treasuries, and the dollar We’ve revised up our projections for the S&P 500 and the 10-year Treasury yield, but still expect both to fall a bit by the end of this year. We have also tweaked our forecast for the US dollar. 14th September 2023 · 4 mins read
Global Markets Update We expect a rally in government bonds in the US and Europe Market implied rates suggest that investors expect inflation to normalise in the US and Europe in the next couple of years. While we share that view, we think they are overestimating the level of... 8th September 2023 · 3 mins read
Global Markets Focus Soft landings, immaculate disinflation, and US equities A “soft landing” for the economy in the US seems increasingly possible, so we look back at previous similar episodes to get an idea of what might be ahead for equities there. 7th September 2023 · 12 mins read
Global Markets Update Is there much scope for the S&P 500 to build on its gains? We think there is ample scope for the US stock market to perform strongly in 2024 and 2025. Admittedly, this year’s rally in the S&P 500 hasn’t had much to do with expectations of faster growth in... 31st August 2023 · 4 mins read
