DM Markets Chart Pack Global Markets Chart Pack (Nov. 2023) Our Global Markets Chart Pack has been updated with the latest data and our analysis of recent developments. Our View: We are more dovish than investors regarding the amount of rate cuts that the Fed... 30th November 2023 · 1 min read
DM Markets Chart Pack Global Markets Chart Pack (Oct. 2023) Our Global Markets Chart Pack has been updated with the latest data and our analysis of recent developments. Our View: Growth in the US and other advanced economies will disappoint, keeping pressure... 31st October 2023 · 1 min read
DM Markets Chart Pack Global Markets Chart Pack (Aug. 2023) Our Global Markets Chart Pack has been updated with the latest data and our analysis of recent developments. Growth in most advanced economies will disappoint later this year, putting pressure on... 31st August 2023 · 1 min read
DM Markets Chart Pack Global Markets Chart Pack (Jul. 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 28th July 2023 · 1 min read
DM Markets Chart Pack US equity rally may be on shaky foundations Recent gains in the US stock market have been unusually narrow, and we don’t think the conditions are yet in place for a broad-based rally. 31st May 2023 · 8 mins read
DM Markets Chart Pack We expect “risky” assets to fall later this year We think disappointing global growth will be a headwind for “risky” assets in developed markets during the second half of this year. 27th April 2023 · 8 mins read
DM Markets Chart Pack Recession still a threat to risky assets in our view Investors seem to have become more worried about inflation recently, with evidence that the global economy is holding up better than expected suggesting underlying price pressures might prove more... 23rd February 2023 · 9 mins read
DM Markets Chart Pack We still think some pain is coming for “risky” assets Although there has been some good news for risky assets over the past couple of months, we still think they will struggle before long as economic growth disappoints in major advanced economies. 30th January 2023 · 9 mins read
DM Markets Chart Pack Global recession still doesn’t seem fully priced in We think investors are still too optimistic on global growth, and that “risky” assets will struggle over the first half of 2023 as a result. This Global Markets Chart Book combines our DM and EM... 22nd December 2022 · 10 mins read
DM Markets Chart Pack We expect bond yields and equities to fall in tandem Most developed market government bonds and equity benchmarks have rallied over the past month or so, but we doubt this twin rally will persist. While we think bond yields will end 2023 lower than they... 25th November 2022 · 8 mins read
DM Markets Chart Pack A big further rally in Gilts this year seems unlikely to us While the Bank of England’s temporary U-turn on its balance sheet has caused Gilts to rally strongly, we suspect their yields will remain high for some time yet. 29th September 2022 · 9 mins read
DM Markets Chart Pack We think risky assets will struggle as optimism fades The rebound in the prices of “risky” assets has stalled recently and we expect it to go into reverse over the rest of this year as economic growth in many major DMs disappoints and appetite for risk... 26th August 2022 · 9 mins read
DM Markets Chart Pack We expect even higher yields and lower risky asset prices We think developed market government bond yields will rise further while equity and corporate bond prices fall further, as central banks press ahead with tightening and the global economy slows. Drop... 29th June 2022 · 8 mins read
DM Markets Chart Pack More trouble may lie ahead for risky assets We think “risky” assets will continue to struggle over the next year or so, even if a recession is avoided in most major developed markets. 24th May 2022 · 8 mins read
DM Markets Chart Pack Markets are creaking but not (yet) breaking So far, the sell-off across bond and equity markets this year has not triggered major signs of systemic risk. If that were to change, central banks would probably have to step in to prevent a... 20th May 2022 · 8 mins read
DM Markets Chart Pack How the war in Ukraine has changed our thinking The war in Ukraine, as well as the hawkish tone adopted by some developed market (DM) central banks, have led us to revise up our end-22 and end-23 forecasts for government bond yields in some DMs and... 23rd March 2022 · 8 mins read
