US, UK, EUR Rates Markets: Macro Matters

Emerging market equities have outperformed the S&P 500 by over 14% over the past year, as investors take advantage of attractive valuations, falling currency volatility and a more resilient macroeconomic backdrop. Malcolm Dorson, Senior EM Portfolio Manager and Head of the Active ...  Show more

With the latest energy shock pushing UK inflation higher while economic growth remains subdued, investors are questioning whether markets have priced too much Bank of England tightening. Jack Meaning, UK chief economist at Barclays, joins Bloomberg Intelligence chief US interest ...  Show more

After the US Federal Reserve raised interest rates by a quarter of a percentage point and the European Central Bank followed suit, it was the Bank of Japan’s turn to announce its policy decisions this morning. While leaving its monetary policy unchanged, it signalled a looseni ...

Markets are off to a strong start this week, which will be a critical one with a 'triple-header' of major central bank decisions. The US Federal Reserve, the Bank of England, and the Bank of Japan are all scheduled to announce their latest monetary policy moves. Recent economic d ...  Show more

The market’s positioning for aggressive cuts in the US and Europe is being tested this week by several central bank officials. All of this is pushing US and European bond yields higher and continuing to weigh on equity markets. In Asia, a stock selloff deepened after fresh dat ...

Stocks across the globe moved higher yesterday following the Federal Reserve’s interest rate cut, with both the Dow and S&P 500 seeing new all-time highs. Meanwhile, other major central banks – including those in England, Norway, Turkey, Japan and China – opted to keep the ...