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 don’t think China’s stock market is set to surge While we suspect the recent recovery in the MSCI China Index may have further to run, we don’t think the stage is set for a big rally either. 1st April 2022 · 3 mins read Global Markets Update US corporate earnings may be resilient to Ukraine war While we think that the war in Ukraine and Fed tightening will weigh on US corporate earnings, we still expect those earnings to grow in the next two years or so. This underpins our view that US... 28th March 2022 · 4 mins read Global Markets Update Petrodollars probably won’t save Treasuries this time The reinvestment of oil revenues into US markets probably helped avert a rout in Treasuries during the mid-2000s hiking cycle, but even with oil prices on the rise again we don’t expect so-called... 24th March 2022 · 4 mins read Global Markets Update Revising our market forecasts in light of the war We think the war in Ukraine and a more hawkish Fed will cause the yield of 10-year US Treasuries and the US dollar generally to end 2022 and 2023 a bit higher than we had previously anticipated. We... 18th March 2022 · 4 mins read Pagination Previous … Page 79 Page 80 Page 81 Page 82 Current page 83 Page 84 Page 85 Page 86 Page 87 … Next
Global Markets Update We don’t think China’s stock market is set to surge While we suspect the recent recovery in the MSCI China Index may have further to run, we don’t think the stage is set for a big rally either. 1st April 2022 · 3 mins read
Global Markets Update US corporate earnings may be resilient to Ukraine war While we think that the war in Ukraine and Fed tightening will weigh on US corporate earnings, we still expect those earnings to grow in the next two years or so. This underpins our view that US... 28th March 2022 · 4 mins read
Global Markets Update Petrodollars probably won’t save Treasuries this time The reinvestment of oil revenues into US markets probably helped avert a rout in Treasuries during the mid-2000s hiking cycle, but even with oil prices on the rise again we don’t expect so-called... 24th March 2022 · 4 mins read
Global Markets Update Revising our market forecasts in light of the war We think the war in Ukraine and a more hawkish Fed will cause the yield of 10-year US Treasuries and the US dollar generally to end 2022 and 2023 a bit higher than we had previously anticipated. We... 18th March 2022 · 4 mins read
