US inflation appears stickier and growth has remained stronger than expected. Thus, a cut in US interest rates in March…
15/02/24
Emerging market (EM) sovereign and corporate bonds saw a broad-based rally in the final months of 2023 as investors became…
14/02/24
US core inflation came in hotter than expected in January, rising by 0.4% month-on-month versus the more modest 0.3% gain…
13/02/24
Continued US ‘exceptionalism’, for both growth and inflation, is currently the broadly held base case scenario, also by us. It…
13/02/24
While developments in the Chinese economy are not rosy, they are not as bleak as some make them out to…
12/02/24
The latest news on US company earnings has been broadly positive. Disclaimer
09/02/24
The last part of 2023 was characterised by a vigorous pricing-in of the ‘soft landing’ narrative – the view that…
08/02/24
In this article1, Impax Asset Management, a delegated manager of BNP Paribas Asset Management, discusses its conviction that the global…
08/02/24
We expect global corporate bonds to be supported in 2024 by a soft landing in the major developed economies and…
07/02/24
Recent data has painted a bleak picture of China’s economy. As 2024 unfolds, there are signals that Beijing is finally…
06/02/24
