RESEARCH CONTENT
This note undertakes a simple exercise. It constructs “Basic” real yields by subtracting current and Central Bank forecasted inflation rates from forward swaps in order to determine which countries real yield is cheap versus the others and whether absolute levels are attractive.
RESEARCH CONTENT A comprehensive research report on the macroeconomic situation in Sweden, which has one of the most indebted private sectors amongst Advanced Economies that is currently undergoing a
RESEARCH CONTENT Updated in-depth analysis on macroeconomic trends in Australia, together with a summary of interesting investment themes in Australian financial markets: An overindebted household sec
REPORT CONTENT AND CONCLUSION: Japan is in a debt trap and the BoJ’s choice has been to part finance the large deficits, at the expense of currency debasement. The alternative would be for private sav
