Explore FICC
FICC | Bonds
Actionable asset allocation recommendations for your bond portfolio, drawing on macro analysis of interest rates and global debt market dynamics. Typically published weekly.
Updated views on trends in labor supply and demand in light of this morning’s employment report.
This report reviews our FX and Fixed Income trades over the last year. We look forward to sharing our thoughts for 2025 next week.
Corporate bond spreads have tightened significantly during the past month, even as the range of economic outcomes consistent with stable credit spreads narrows.
October CPI numbers for Canada, the UK and Japan were released last week. This Strategy Insight examines the respective underlying drivers of inflation in those three economies and discusses the implications for monetary policy.
We update our inflation forecast following this morning’s CPI release, concluding that TIPS breakeven inflation rates have room to fall.
This week, we update our Central Bank Monitors (CBMs), that help us calibrate how monetary policy should be adjusted in developed-market economies. Our conclusion is that while overall, easier monetary settings are required, there a few trade ideas that arise from the divergences in signals amongst G10 countries.
This Strategy Insight presents our view on today’s rate cut by the Bank of England as well as the budget announced by the UK government last week.