Weekly Market Update – A...
US macroeconomic data this week fed hopes of a soft landing for the US economy. Most importantly, US consumer price…
16/11/23
Central banks
-
Article
-
Article
Weekly Market Update – Slowdown...
The hard times equities and bonds went through in October now seem forgotten. November has had a strong start. What…
09/11/23
-
Podcast
Talking Heads – What’s next...
Resilient domestic demand and record-high profit margins at cash-rich companies have helped shield the eurozone economy from much of the…
06/11/23
-
Article
Weekly Market Update – Bond...
Volatility remains high in US Treasury bond markets following the surge in yields since July. Having only recently breached the…
02/11/23
-
Article
Weekly Market Update – The...
The rise in yields of US Treasuries, which began in August, saw the 10-year yield reach 5.0% this week. The…
26/10/23
-
White paper
Fixed Income Outlook – Slowdown...
US Treasury yields have now reached levels that we believe offer attractive value given that the Federal Open Market Committee…
18/10/23