Global loans – Striking while...
Against a backdrop of major supply shocks, higher inflation and rising interest rates, most major credit markets have suffered losses.…
16/11/22
Against a backdrop of major supply shocks, higher inflation and rising interest rates, most major credit markets have suffered losses.…
16/11/22
While many bond investors have felt the earth move under the feet this year as the asset class experienced the…
14/11/22
The increasing correlation between cryptocurrency trading and equity markets – especially in Asia – could be contagious. Large crypto losses…
09/11/22
Central bank policy rates are priced to reach 5.0-5.5% in the US and 2.75% in Europe by mid-2023. Forward real…
02/11/22
A darkening global economic outlook, increasingly challenged policymaking, and fuller valuations have weakened the case for our long position in…
27/10/22
The US is facing slowing, but still strong demand and large negative supply shocks. We expect policy rates at between…
25/10/22