Global Markets Outlook Bond yields to fall further despite equity bounce Bank recapitalisation on a global scale should help to prevent a complete meltdown in the financial sector, but the world economy is still facing a prolonged period of (at best) sluggish growth as the... 13th October 2008 · 1 min read
Global Markets Outlook Oil prices pivotal to wider outlook Our central scenario assumes that oil prices and food inflation drop back in the second half of the year, reducing the burden on real incomes and the upward pressure on interest rates. This may come... 11th July 2008 · 1 min read
Global Markets Outlook Equity markets are making a leap of faith Equity markets are probably right to expect the US to recover in the second half of the year, but this faith is not yet shared by the very people who will have to do the spending to lift the economy... 11th April 2008 · 1 min read
Global Markets Outlook Pendulum may now have swung too far Markets had been complacent about the downside risks to the US economy and financial sector from the housing slump, but the pendulum may now have swung too far towards fear. We anticipate a modest... 28th January 2008 · 1 min read
Global Markets Outlook Further yen strength could lead to a wider sell-off 12th July 2007 · 1 min read
Global Markets Outlook US assets priced for an over-optimistic scenario 9th October 2006 · 1 min read
Global Markets Outlook Dollar to weaken further despite higher US yields 23rd November 2004 · 1 min read
