DM Markets Chart Pack We don’t think this is the start of a rout in bond markets In our view, central banks’ cautious approach to tightening means that the yields of 10-year government bonds will rise only slowly in the next few years, even as the global economy recovers further. 18th February 2021 · 7 mins read
DM Markets Chart Pack We think that the rally in equity markets will continue We think there is scope for global equities to make more headway over the next couple of years, against the backdrop of a recovering global economy and supportive monetary and fiscal policy. 16th December 2020 · 7 mins read
DM Markets Chart Pack Rally in equity markets has further to go in our view We continue to think that stock markets will make further headway against a backdrop of a recovering global economy and continued accommodative monetary policy, as investors increasingly focus on the... 25th November 2020 · 7 mins read
Bonds & Equities Repeat of March panic unlikely, despite second waves While equity markets have fallen sharply over the past two weeks amid worries about the resurgence of new coronavirus cases in Europe and the US, there is little sign of the widespread market... 2nd November 2020 · 8 mins read
DM Markets Chart Pack Rising Covid-19 cases pose a risk to our forecasts While we continue to forecast that developed market (DM) “risky” assets will make further ground over the next couple of years, the rapid increase in new coronavirus cases in Europe poses a downside... 16th September 2020 · 7 mins read
DM Markets Chart Pack Core markets remain calm despite equity volatility The dislocations in financial markets caused by the coronavirus shock have now largely disappeared and, while there may be further bouts of volatility as the global economy continues to recover (such... 4th September 2020 · 8 mins read
DM Markets Chart Pack We think further falls in real yields will help risky assets We forecast that developed market (DM) “risky” assets will make further ground over the next couple of years as the global economy continues to recover from the coronavirus shock and both monetary and... 21st August 2020 · 7 mins read
DM Markets Chart Pack Market stress likely to remain limited, even if cases rise We continue to think that central bank backstops make a re-run of the March panic in financial markets unlikely, a key assumption underpinning our view that “risky” assets will recover further ground... 30th June 2020 · 8 mins read
DM Markets Chart Pack We think that “risky” assets will make further ground With monetary policy likely to remain loose for a very long time and the world’s largest economies gradually re-opening, we think that developed market (DM) “risky” assets will continue to recover... 24th June 2020 · 7 mins read
DM Markets Chart Pack Central banks key to continued calm in markets Strains on the financial system have eased further as central banks have continued to backstop key markets. In our view, their support will remain essential to maintaining that calm and sustaining the... 2nd June 2020 · 8 mins read
DM Markets Chart Pack Economic outlook suggests equities could rise further While the rally in developed market (DM) equities has lost some steam over recent weeks, we think that they will make up some further ground in the coming months provided that the global economy... 21st May 2020 · 7 mins read
DM Markets Chart Pack Continued easing, but policy support remains essential Conditions in money markets have continued to ease gradually as central banks have expanded their backstop measures. In our view, extensive support from policymakers will remain a key factor... 6th May 2020 · 8 mins read
DM Markets Chart Pack Core markets improving, but pockets of risk remain Strains in financial markets are continuing to ease slowly as central banks’ efforts contain the fallout from the pandemic take effect and equity markets rebound on hopes that the spread of the virus... 17th April 2020 · 7 mins read
DM Markets Chart Pack Signs of stabilisation but tensions remain high Strains in the financial system appear to have eased a little over the past week or so, as policymakers continue to roll out new support measures. Our view remains that while central banks can... 3rd April 2020 · 7 mins read
DM Markets Chart Pack Market plumbing likely to remain under pressure Although we think that continued support from policymakers will prevent a financial system meltdown that would amplify the economic shock from the coronavirus pandemic, tensions in markets are likely... 25th March 2020 · 7 mins read
DM Markets Chart Pack Market mayhem may get worse before it gets better The turmoil in financial markets caused by the global spread of COVID-19 shows little sign of abating, despite policymakers’ efforts to contain the fallout. Our view remains that until evidence... 17th March 2020 · 7 mins read
