OverviewAuthor
Chart Room: Why stock-bond correlations are turning positive
In the wake of Covid-19, US tech and consumer discretionary firms are leading a departure from the negative correlation between equities and bonds.
Chart Room: China has fewer reasons to be hawkish
China's short-end rates remain low despite earlier expectations for monetary tightening.
Reflation revives outlook for UK equities
Signs of reflation are sparking hopes that UK equities will benefit from a vaccine-led reopening of the economy.
Chart Room: Chinese stocks, playing catchup, finally retrace 2015 highs
But the rally in China’s main onshore index still lags its US and global counterparts.
Chart Room: China government bond yields catch their breath
Chart Room: China government bond yields catch their breath
Chart Room: Correlations boil and bubble 🎃 and may spell toil and trouble 🦇
In this follow-up special Halloween edition of Chart Room, we look at how correlations are casting a spell over markets.
The inflation puzzle and how to tackle it
Will inflation return despite dis-inflationary forces?
Chart Room: Is disinflation lurking around the corner?
In a bullish signal, the bond market’s short-term expectations for US inflation are back near pre-crisis levels. But are investors being overly optimistic?
Chart Room: Emerging market currencies lag on inflation risks
EM countries are using some of the same monetary and fiscal measures as developed markets. But this could add to rising inflation and currency weakness.
Chart Room: The resilience of China’s onshore stocks
China’s onshore stocks (A-shares) have outperformed their Hong Kong and overseas listed counterparts, but their valuations are relatively undemanding.
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