DM Markets Chart Pack Risky assets run out of steam The US stock market paused for breath in April after a strong first quarter, while the yield on 10-year Treasuries declined by around 30bp – more than reversing the rise seen in March. The triggers... 2nd May 2012 · 1 min read
DM Markets Chart Pack A month of two halves for Treasuries The 10-year US Treasury yield rose by more than 20bp in March. The catalysts for a significant sell-off in the first half of the month were another encouraging employment report, reassuring results... 3rd April 2012 · 1 min read
DM Markets Chart Pack Weaker yen boosts Japan’s stock market The yen fell to its lowest level against the dollar in more than six months in February, with the exchange rate rising above 80. The principal catalysts for the weakening of the currency were probably... 29th February 2012 · 1 min read
DM Markets Chart Pack Can the good times continue to roll? “Risky” assets have made a bright start to 2012. Investors have welcomed a recent improvement in the US economic data, signs of greater fiscal coordination in the euro-zone as well as more support... 2nd February 2012 · 1 min read
DM Markets Chart Pack US stock market resilience unlikely to last The US stock market recovered some poise in December. But while we do not expect equity prices to collapse in 2012, we think there are three reasons why they may continue to languish – our end-year... 4th January 2012 · 1 min read
DM Markets Chart Pack A chink of light at the end of a torrid month Growing stresses in the banking system fuelled by an escalation of the euro-zone crisis prompted the major central banks to announce measures aimed at enhancing their capacity to provide liquidity... 2nd December 2011 · 1 min read
DM Markets Chart Pack Temporary respite for risky assets Investors rediscovered their appetite for risk in October amid some slightly better US economic data, reasonable US third quarter earnings numbers, renewed speculation about a third round of... 2nd November 2011 · 1 min read
DM Markets Chart Pack Market turmoil finally gives the dollar a lift The dollar finally got a big boost in September from the euro-zone’s intensifying debt crisis and gloomy news on the global economy. The Fed’s major trade-weighted dollar index rose by nearly 6%... 5th October 2011 · 1 min read
DM Markets Chart Pack US Treasuries continue to prosper The 10-year US Treasury yield fell sharply again in August, driven by a further reassessment of the prospects for interest rates. The latter was probably prompted by growing signs of an economic... 3rd September 2011 · 1 min read
DM Markets Chart Pack US Treasury yields plummet despite debt spat The 10-year US Treasury yield has fallen very sharply since the end of the second quarter. The principal reason for the drop appears to be a reassessment of the prospects for monetary policy in light... 5th August 2011 · 1 min read
DM Markets Chart Pack US Treasuries continue to flourish 10-year US Treasury yields dropped sharply in May. The principal catalyst for the decline was a further revision to expectations for short-term interest rates. Admittedly, investors now see little... 2nd June 2011 · 1 min read
DM Markets Chart Pack US Treasuries shrug off revised rating outlook The yield on 10-year US Treasuries declined in April despite concerns about the looming end of QE2 and S&P’s decision to revise its outlook on the longterm credit rating of the US government from... 4th May 2011 · 1 min read
DM Markets Chart Pack Japan's equity market bounces back Japan’s equity market initially fell sharply after the Tohoku earthquake. However, share prices subsequently recovered some lost ground, aided by a weaker yen against the dollar as the G7 undertook... 4th April 2011 · 1 min read
DM Markets Chart Pack Dollar continues to languish Investors have become more convinced about the prospect of tighter monetary policy in Europe in response to upward pressure on headline inflation and some reasonably encouraging economic news. One... 4th March 2011 · 1 min read
DM Markets Chart Pack Investors reassess the outlook for rates Increased optimism about the economic outlook, buoyed by the announcement late last year of further policy stimulus, has helped the US equity market move a little higher since the beginning of 2011... 4th February 2011 · 1 min read