Drop-In: How has bank turmoil affected the financial markets outlook?

With the dust settling on the recent turmoil in US and European banks, economists from across our financial markets coverage assessed the damage to the outlook for bonds, equities and FX.

Chief Markets Economist John Higgins and the team held an online briefing about how March’s stunning events have informed our views on how markets will perform through the remainder of 2023 and beyond.

John and the team highlighted key takeaways from their Q2 Global Markets, Asset Allocation and FX Markets Outlook reports, including:

• How the turmoil in the banking sector could affect financial markets;
• What a global downturn could mean for asset performance;
• Whether the dollar will rebound.