Report updating exisiting macro investment themes, including:
Global bank equity indices and bank senior and sub credit indices, and how they react in rate cut cycles
Global real yield relative value
US-EUR Inflation breakeven spreads
French government bond relative value
Japan's ongoing currency debasement
Swedish forward interest rate curve trends
AUDCAD yield curve convergence
RESEARCH CONTENT John Maynard Keynes is often credited with saying “When the facts change, I change my mind. What do you do, sir?” This...
RESEARCH CONTENT Chart pack that looks at key fixed income, fx and commodity markets, looking for new price and momentum signals. Key...
RESEARCH CONTENT Data within the GDP release show the strong disinflationary trends in the UK economy. This piece argues that the BoE is...
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