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Global Markets Update We still think recession will derail the equity rally We’re sticking with our view that the equity market rally will go into reverse as the world economy slips into a recession. 14th November 2022 · 3 mins read
Global Markets Update Yield curve control pressure may ease further We don’t expect the 10-year JGB yield to rise above the top of the Bank of Japan’s tolerance band, and think it may even fall back to the middle of that band next year as yields continue to decline... 11th November 2022 · 4 mins read
Global Markets Update We don’t expect China’s stock market recovery to last China’s equities have received a boost recently from speculation that the country will ease its strict zero-COVID policy, but we don’t think this marks the start of a more sustained rally; we forecast... 10th November 2022 · 5 mins read
Global Markets Update Tougher times may lie ahead for Brazil’s markets Brazil’s financial markets have been some of the world’s best performers lately, supported in part by the prospect of centrist policymaking by incoming president Lula. With the presidential election... 8th November 2022 · 4 mins read
