Global Markets

Global Markets Update

8 October, 2018

Tweaking, not abandoning, our key market forecasts

Although we have raised some of our bearish forecasts for developed market equities, we still think that they will fall a long way in 2019 as the US economy falters. And while we have also made a couple of tweaks to our projections for currencies and bonds, we are sticking to our calls for a broad-based sell-off in the dollar and a plunge in the 10-year Treasury yield next year.

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