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 We think EM Asian equities may drop further We think benchmark equity indices in Taiwan, Korea and India will fall a bit further over the remainder of this year and into 2023, as the global economy slips into a recession. 14th October 2022 · 4 mins read Global Markets Update What still-hot inflation means for US Treasuries Despite the hot September US CPI print from yesterday, we still expect Treasury yields to drop back over time. And we think the drop will mostly be driven by falls in the real yield, rather than... 14th October 2022 · 4 mins read Global Economics Update From inflation crisis to financial crisis? Problems at California-based lender Silicon Valley Bank (SVB) have refocussed attention on financial sector risks. In light of this, we are resending a report from last October that provides a... 11th October 2022 · 5 mins read UK Economics Update BoE’s gilt operations – easy to start, harder to end Given that the surge in gilt yields that has forced the Bank of England to intervene in the market was initially driven by the government’s loose fiscal policies, it makes sense that the Bank may not... 11th October 2022 · 8 mins read Pagination Previous … Page 66 Page 67 Page 68 Page 69 Current page 70 Page 71 Page 72 Page 73 Page 74 … Next
Global Markets Update We think EM Asian equities may drop further We think benchmark equity indices in Taiwan, Korea and India will fall a bit further over the remainder of this year and into 2023, as the global economy slips into a recession. 14th October 2022 · 4 mins read
Global Markets Update What still-hot inflation means for US Treasuries Despite the hot September US CPI print from yesterday, we still expect Treasury yields to drop back over time. And we think the drop will mostly be driven by falls in the real yield, rather than... 14th October 2022 · 4 mins read
Global Economics Update From inflation crisis to financial crisis? Problems at California-based lender Silicon Valley Bank (SVB) have refocussed attention on financial sector risks. In light of this, we are resending a report from last October that provides a... 11th October 2022 · 5 mins read
UK Economics Update BoE’s gilt operations – easy to start, harder to end Given that the surge in gilt yields that has forced the Bank of England to intervene in the market was initially driven by the government’s loose fiscal policies, it makes sense that the Bank may not... 11th October 2022 · 8 mins read
