Fixed Income
Comments on yesterday’s CPI report and yield moves.
What Will Disrupt The Party…
Canadian Labor Force Survey Delivers A Positive Surprise…
Can The US Dollar Rally When The Fed Cuts Rates…
The disinflation to date has been benign because it has come almost entirely from improving supply. But the supply-side tailwind has exhausted, so the last mile of the journey to 2 percent inflation will be the hardest, especially in the US and the UK. We discuss the investment implications. Plus, we highlight an interesting sector pair-trade.
The RBA Isn't Ruling Out Further Tightening…
Are Price Pressures Reaccelerating…
Our Portfolio Allocation Summary for February 2024.
Treasury Selloff Continues…
Sweden Riksbank Monitor Update…