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 S&P 500, bond yields and the Fed Wednesday’s hawkish surprise from the Fed adds weight to our views that i) the US stock market will see only limited gains between now and the end of 2023, even as the economy generally continues to... 18th June 2021 · 3 mins read Global Markets Update We don’t expect higher inflation to derail US equities While we think that inflation in the US will prove more persistent than both the Fed and investors appear to anticipate, we still expect the S&P 500 to make some further gains over the next couple of... 11th June 2021 · 4 mins read Global Markets Update We expect the tailwind to stocks from commodities to fade The rise in commodity prices has boosted some commodity-heavy stock markets, but we suspect that it will run out of steam before long, limiting those stock markets’ gains over the next couple of years... 10th June 2021 · 3 mins read Global Markets Update Assessing the outlook for EM monetary policy & LC bonds While we expect the yields of 10-year emerging market (EM) local-currency (LC) government bonds to increase as the US 10-year Treasury yield resumes its rise, we think increases in yields will... 4th June 2021 · 4 mins read Pagination Previous … Page 95 Page 96 Page 97 Page 98 Current page 99 Page 100 Page 101 Page 102 Page 103 … Next
Global Markets Update The S&P 500, bond yields and the Fed Wednesday’s hawkish surprise from the Fed adds weight to our views that i) the US stock market will see only limited gains between now and the end of 2023, even as the economy generally continues to... 18th June 2021 · 3 mins read
Global Markets Update We don’t expect higher inflation to derail US equities While we think that inflation in the US will prove more persistent than both the Fed and investors appear to anticipate, we still expect the S&P 500 to make some further gains over the next couple of... 11th June 2021 · 4 mins read
Global Markets Update We expect the tailwind to stocks from commodities to fade The rise in commodity prices has boosted some commodity-heavy stock markets, but we suspect that it will run out of steam before long, limiting those stock markets’ gains over the next couple of years... 10th June 2021 · 3 mins read
Global Markets Update Assessing the outlook for EM monetary policy & LC bonds While we expect the yields of 10-year emerging market (EM) local-currency (LC) government bonds to increase as the US 10-year Treasury yield resumes its rise, we think increases in yields will... 4th June 2021 · 4 mins read
