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 The rally in euro-zone equities may reverse before long We think euro-zone equities will struggle as the region’s economy weakens more than investors expect. 19th April 2023 · 2 mins read Global Markets Update Taking stock of our Treasury and S&P 500 forecasts We think investors’ expectations for the Fed funds rate will fall a little by the end of this year, which will push the 10-year Treasury yield a bit lower by end-2023. But we doubt lower “risk-free”... 19th April 2023 · 5 mins read Global Markets Update Strains have eased but banks aren’t out of the woods yet Financial market strains have eased over recent weeks, though some pockets of uncertainty remain and our sense is that the risk of further problems emerging in the coming months remains high. 14th April 2023 · 11 mins read Global Markets Update We think equities won’t move together with oil for a while Although equity and oil prices are usually positively correlated, we think equities will struggle in the next few months and that oil prices will end this year somewhat higher than they are now. We... 13th April 2023 · 5 mins read Pagination Previous … Page 54 Page 55 Page 56 Page 57 Current page 58 Page 59 Page 60 Page 61 Page 62 … Next
Global Markets Update The rally in euro-zone equities may reverse before long We think euro-zone equities will struggle as the region’s economy weakens more than investors expect. 19th April 2023 · 2 mins read
Global Markets Update Taking stock of our Treasury and S&P 500 forecasts We think investors’ expectations for the Fed funds rate will fall a little by the end of this year, which will push the 10-year Treasury yield a bit lower by end-2023. But we doubt lower “risk-free”... 19th April 2023 · 5 mins read
Global Markets Update Strains have eased but banks aren’t out of the woods yet Financial market strains have eased over recent weeks, though some pockets of uncertainty remain and our sense is that the risk of further problems emerging in the coming months remains high. 14th April 2023 · 11 mins read
Global Markets Update We think equities won’t move together with oil for a while Although equity and oil prices are usually positively correlated, we think equities will struggle in the next few months and that oil prices will end this year somewhat higher than they are now. We... 13th April 2023 · 5 mins read