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  • G10 Equities' Total Return

    (%)

    equities table
  • US Equities' Total Return

    (1990 = 100)

    equities USDindex
  • US Equities' Total Return

    (% year-on-year)

    equities USDpercent

 

Please click below for our latest research that touches on US equities. 

  

  • Investing

    catImgInvesting
    If inflation rises, the Fed will eventually re-tighten policy. Bond yields stand to rise again but probably lag global yields. Higher relative inflation and external deficits may weigh on USD. download »
  • Markets

    catImgMarkets
    USD is above its real mean. 50bp of rate cuts are priced in by March 2021. The curve is slightly inverted and yields are only are a bit above lows; spreads have slipped but remain high. Equity returns have been top-tier. download »
  • Financial Forecasts

    catImgForcasts
    NOK, SEK, JPY and AUD are lower than is likey to be sustained. As inflation rises and is sustained, central banks will switch to tightening policy, despite modest growth. As this moves into view, a major re-pricing of bonds will take place. download »