Fixed income outlook - Sticky...
The latest data suggests that the US economy is headed towards a period of below-trend growth, if not outright recession.…
25/01/23
Macroeconomics
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White paper
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Article
Weekly market update – The...
Central banks are raising policy rates to reduce aggregate demand and bring it back in line with the productive capacity…
10/11/22
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Weekly market update: Inflation, inflation,...
While inflation is causing a headache, there are other factors that could add up to a serious market migraine. Russia’s…
03/11/22
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Article
The pivot is here; adding...
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
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Article
Weekly market update – It’s...
Investors pay heed to the decisions of the Bank of Canada (BoC) as a ‘leading indicator’ of monetary policy elsewhere.…
27/10/22
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Article
Fixed income outlook – The...
The US is facing slowing, but still strong demand and large negative supply shocks. We expect policy rates at between…
25/10/22