We think Brazil’s financial markets will remain under pressure

While Brazil’s financial markets have now fallen a long way, we don’t expect them to rebound any time soon.
Thomas Mathews Markets Economist
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Omicron & Powell present risks to our Treasury yield view

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China’s economic slowdown and US Treasury yields

Although slowing growth in China has probably weighed on US Treasury yields in the past, we don’t expect it to prevent them from rising over the next couple of years.

21 October 2021

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Lower valuations may not help EM equities outperform

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18 October 2021

DM Valuations Monitor

Assessing the outlook for US equity valuations

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