Global Borrowers & Bond Investors Forum

June 2024 - Related resources

Related Resources

Here you will find related resources and recent analysis our clients have been reading.

US Economics Update

Software increasingly driving productivity gains

We still believe that the current productivity boom is mainly a cyclical phenomenon, as tight labour market conditions have forced firms to expand output by boosting the efficiency of their existing workers.

12th March 2024

Chief Economist's Note

US economic dominance is here to stay - but it won’t translate into sustained stock market outperformance

A persistent feature of the post-pandemic age has been the relative strength of the US economy and equities market. But past performance is no guarantee of future results. Will the US continue to...

17th June 2024

Global Markets Update

Political uncertainty might push French OAT yields even higher

The 10-year yield spread between government bonds in France and Germany has risen above 80bp, its highest since the euro-zone debt crisis. Should the far-right National Rally be in a position to form...

14th June 2024

Global Markets Update

Why we think the 10-year Treasury yield will fall further

We are retaining our forecast that the 10-year Treasury yield will fall to 4.0% by the end of this year. That reflects our expectation that the Fed will pursue a slightly looser conventional monetary...

13th June 2024

Global Economics Update

What the latest US tariffs mean for the global economy

This note answers some of the most frequently asked questions that we received from clients during a recent online briefing about the latest US tariffs on China.

15th May 2024

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