Global Markets Update Oil prices still set to drop back in the second half The fact that oil prices have remained firm despite the appreciation in the dollar has prompted us to raise our end-2010 and end-2011 forecasts from $50 per barrel (pb) to $60pb. But these numbers are... 10th March 2010 · 1 min read
Global Markets Update Yen should fall, but fiscal concerns will be the trigger 5th March 2010 · 1 min read
Global Markets Update EM equities – down, but not out It is tempting to ascribe the recent underperformance of emerging market equities to the waning appetite of overseas investors. There may be some truth in this. However, the evidence from mutual fund... 25th February 2010 · 1 min read
Global Markets Update Hikes in key interest rates no closer after Fed move 19th February 2010 · 1 min read
Global Markets Update What the TIC data tell us (and what they do not) 17th February 2010 · 1 min read
Global Markets Update Asian bonds underperformance will not last Asian bonds have been hit more than others by the recent widening in spreads on emerging market foreign currency debt, but we believe they will rally by the end of the year. 16th February 2010 · 1 min read
Global Markets Update Copper prices to fall back below $5,000/mt this year We continue to expect copper prices to fall sharply this year as the boost from stockpiling fades, the recovery in final demand disappoints, the US dollar recovers more ground and commodity prices... 2nd February 2010 · 1 min read
Global Markets Update Is the outlook really that bad for government bonds? Government bonds are widely expected to have a rough ride in 2010 as central banks tighten monetary policy, fiscal strains continue to build and upward pressure on headline inflation fails to subside... 28th January 2010 · 1 min read
Global Markets Update How will policy tightening in China affect the rest of us? 21st January 2010 · 1 min read