Fixed Income
UK Inflation Is Still Sticky…
Growth Unlikely To Overshoot ECB Forecast…
RBA: Still Hawkish
RBA:…
Falling Equity Risk Premia Remove Buffer For Stocks…
Fed Easing Is A Tailwind For Gold…
In light of this week’s RBA decision to keep policy on hold, we look at the best possible trades in fixed income markets. In our view, inflation-linked bonds, relative to nominals remain a good bet.
European assets are selling off as investors panic about the upcoming French election. Is this panic justified, and if so, for how long?
UK Inflation Expectations Are Still Well Anchored…
Our reaction to this morning’s CPI report and this afternoon’s FOMC meeting.
Fed Signals One Cut This Year, Four In 2025…