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 Oil prices, inflation compensation and Treasury yields Although oil prices and inflation compensation have historically moved in lockstep, we don’t think our projection that oil prices will fall over the next couple of years is inconsistent with our... 2nd July 2021 · 4 mins read Global Markets Update Earnings expectations and the outlook for DM equities We think that there is more scope for earnings expectations to improve outside, than inside, the US. In both cases, though, we are not anticipating upward revisions on the scale seen over the past... 2nd July 2021 · 4 mins read Global Markets Update We expect the 10-year Treasury yield to rise again Although the 10-year Treasury yield has eased back following last week’s FOMC meeting, we still expect it to increase again before too long. 24th June 2021 · 3 mins read Global Markets Update We expect yields to rise less in Germany than in the US The yields of 10-year US Treasuries and German Bunds have moved in lockstep since the latest Fed meeting, but we doubt that this will continue. While we expect the Treasury yield to rise sharply... 18th June 2021 · 3 mins read Pagination Previous … Page 94 Page 95 Page 96 Page 97 Current page 98 Page 99 Page 100 Page 101 Page 102 … Next
Global Markets Update Oil prices, inflation compensation and Treasury yields Although oil prices and inflation compensation have historically moved in lockstep, we don’t think our projection that oil prices will fall over the next couple of years is inconsistent with our... 2nd July 2021 · 4 mins read
Global Markets Update Earnings expectations and the outlook for DM equities We think that there is more scope for earnings expectations to improve outside, than inside, the US. In both cases, though, we are not anticipating upward revisions on the scale seen over the past... 2nd July 2021 · 4 mins read
Global Markets Update We expect the 10-year Treasury yield to rise again Although the 10-year Treasury yield has eased back following last week’s FOMC meeting, we still expect it to increase again before too long. 24th June 2021 · 3 mins read
Global Markets Update We expect yields to rise less in Germany than in the US The yields of 10-year US Treasuries and German Bunds have moved in lockstep since the latest Fed meeting, but we doubt that this will continue. While we expect the Treasury yield to rise sharply... 18th June 2021 · 3 mins read
