Potential implications of the Middle East conflict for bonds
The Middle East conflict, while first and foremost a human tragedy, also represents an energy supply shock with potentially significant…
15/04/26
The Middle East conflict, while first and foremost a human tragedy, also represents an energy supply shock with potentially significant…
15/04/26
US Treasury bonds have long provided domestic and foreign investors a modest yield that was assumed to be risk free.…
24/07/25
Cedric Scholtes, Head of Sovereign Bonds, Inflation & Rates talks with Daniel Morris, Chief Market Strategist, about the factors that…
29/10/24
For 2024, we foresee several crosscurrents that could influence the outlook for US growth and inflation. Before we discuss those,…
23/01/24
Global inflation dynamics are undergoing a structural adjustment, leaving central banks with a prolonged struggle to bring inflation down to…
30/08/22
Inflation has rebounded from its pandemic-induced recession lows with a vengeance. In the US, the headline CPI rate accelerated to…
09/03/22