Fixed Income
SNB Eases In September, Signals December Cut…
China’s Politburo announcement is likely to lead to a repricing of China’s growth in the near-term. Read how investors can hedge against this potent threat to our defensive investment stance.
Recession Or Not, Spreads Have Little Room To Tighten…
This insight parses through the RBA’s latest policy decision, and makes recommendations on whether to expect any rate cuts in 2024, and beyond.
US Consumer Confidence Falls By Most In 3 Years…
RBA Uninvited To The Global Easing Party…
We update our corporate default rate model and consider the implications for corporate bond spreads.
DM Growth Slows Further In September…
China Needs Fiscal, Not Monetary Easing…
High Bar For ECB Cut In October…