Developed Markets
Are The Balance of Risks Starting to Change for Rates, Risk and the USD?
Indeed, a sharp decline in inflation with rates in restrictive territory opens the prospects for a short 3, or in other words rate cuts…
Read MoreIs Tightening Easing Globally?
Rate hikes (and ultimately rates) increasingly appear to be peaking. With that so too should the USD…
Read MoreHas The Fed Mark-to-Market Delivered?
In eventuality, the Fed ‘out hawked the hawks’, or marked the dots to market…
Read MoreEnergy, Inflation and The (Very) Big Short!
We continue to see a soft landing as a likely outcome (although there are clearly risks in both directions – growth and inflation) and recent market reactions as oscillations around its glide path…
Read MoreMonetary Policy Formula for Success
We continue to see a soft landing as a likely outcome (although there are clearly risks in both directions – growth and inflation) and recent market reactions as oscillations around its glide path…
Read MoreJackson Hole: Game Changer or an Oscillation on the Same Glide Path?
Overall, the ECB developments were broadly as expected and, from our perspective, likely enough to stabilise the EUR…
Read MorePodcast: What is the Outlook for China Onshore bonds?
Many investor are curious as to the outlook for China onshore bonds. In this post we outline our near-term outlook and focus on four key topics
Read MoreHas the July CPI Print Widened The Path to a Soft Landing?
it is not the UK that dominates the debate this week, but the US. And for the Federal Reserve System (Fed), the issue of communication remains at the fore…
Read MoreNevermind May, August MPR Forecasts Paint a Bleak Picture: Exaggeration or Disaster?
In the near term, UK growth is a lot further away from its respective nirvana, perhaps it really is less dangerous “with the lights out”, for a while at least!
Read MoreEpisode 58: The Long & Short of the Week Ahead
Episode 58: Will the US see light at the end of the inflation tunnel?
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