Fixed Income
ECB: Mark Your Calendar For June…
Is Everybody Really Bullish Bonds…
In this insight, we calibrate our investment views based on the latest Bank of Canada decision.
US CPI Inflation Comes In Hot…
Stay Tuned For BoC Rate Cuts…
Our reaction to this morning’s CPI report and bond market moves.
NFIB Confidence Deteriorates, Wages Expected Higher…
Minimum Volatility Equities…
Subdued credit growth and weak global trade will remain headwinds for Emirati stocks. Surging property prices, which have led to a boom in real estate stocks, will also peak soon. Stay neutral on this bourse. Sovereign credit investors, however, should stay overweight UAE in EM credit portfolios.
The Message From US Inflation Expectations…