Global Markets Update What next for gold? Gold prices have risen further than we had anticipated, but we still expect them to end the year much lower. Persistent fears over public debt and the health of the financial system in the major... 11th May 2010 · 1 min read
Global Markets Update How will sterling markets fare after the election? We are not convinced that a hung parliament in the UK would now be such bad news for all sterling assets. Whatever the outcome of tomorrow’s general election, we think 10-year gilt yields will drop to... 5th May 2010 · 1 min read
Global Markets Update Is the new pricing system for iron ore such a big deal? 31st March 2010 · 1 min read
Global Markets Update Oil prices still set to drop back in the second half The fact that oil prices have remained firm despite the appreciation in the dollar has prompted us to raise our end-2010 and end-2011 forecasts from $50 per barrel (pb) to $60pb. But these numbers are... 10th March 2010 · 1 min read
Global Markets Update Yen should fall, but fiscal concerns will be the trigger 5th March 2010 · 1 min read
Global Markets Update EM equities – down, but not out It is tempting to ascribe the recent underperformance of emerging market equities to the waning appetite of overseas investors. There may be some truth in this. However, the evidence from mutual fund... 25th February 2010 · 1 min read
Global Markets Update Hikes in key interest rates no closer after Fed move 19th February 2010 · 1 min read
Global Markets Update What the TIC data tell us (and what they do not) 17th February 2010 · 1 min read
