Global Markets Update New market forecasts – an even stronger dollar ahead We have revised up our GDP forecasts for the US and Japan. (See our latest US Economic Outlook and Japan Economics Weekly.) At the same time, we have reviewed our projections for currency, bond... 17th May 2010 · 1 min read
Global Markets Update Would QE be so bad for the euro? The experience in both Japan and the US shows that the adoption of quantitative easing by the ECB would not necessarily do lasting harm to the euro. But we still expect the currency to fall a lot... 13th May 2010 · 1 min read
Global Markets Update What next for gold? Gold prices have risen further than we had anticipated, but we still expect them to end the year much lower. Persistent fears over public debt and the health of the financial system in the major... 11th May 2010 · 1 min read
Global Markets Update How will sterling markets fare after the election? We are not convinced that a hung parliament in the UK would now be such bad news for all sterling assets. Whatever the outcome of tomorrow’s general election, we think 10-year gilt yields will drop to... 5th May 2010 · 1 min read
Global Markets Update Is the new pricing system for iron ore such a big deal? 31st March 2010 · 1 min read
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
