DM Markets Chart Pack Global Markets Chart Pack (Aug. 2024) Our Global Markets Chart Pack has been updated with the latest data and our analysis of recent developments. We think the rally in developed market government bonds has gone a bit too far and that... 30th August 2024 · 1 min read
DM Markets Chart Pack Global Markets Chart Pack (Jul. 2024) Our Global Markets Chart Pack has been updated with the latest data and our analysis of recent developments. Given that we broadly share investors' view about how far DM central banks will ease... 2nd August 2024 · 1 min read
DM Markets Chart Pack Global Markets Chart Pack (May 2024) Our Global Markets Chart Pack has been updated with the latest data and our analysis of recent developments. We think the Fed and most other DM central banks will be able to ease monetary policy this... 29th May 2024 · 1 min read
DM Markets Chart Pack Global Markets Chart Pack (Apr. 2024) Our Global Markets Chart Pack has been updated with the latest data and our analysis of recent developments. We think the Fed and most other developed markets (DM) central banks will be able to ease... 29th April 2024 · 1 min read
DM Markets Chart Pack Global Markets Chart Pack (Feb. 2024) Our Global Markets Chart Pack has been updated with the latest data and our analysis of recent developments. We think the Fed and most other DM central banks will deliver a bit more policy rate cuts... 28th February 2024 · 1 min read
DM Markets Chart Pack Global Markets Chart Pack (Jan. 2024) Our Global Markets Chart Pack has been updated with the latest data and our analysis of recent developments. We think that the Fed and several other DM central banks will deliver more policy rate cuts... 30th January 2024 · 1 min read
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
