Gov Sovereigns/Treasurys
US GDP: Still Strong
US…
We update our 12-month return projections for different US fixed income sectors in soft-landing and recession scenarios.
Keeping An Eye On The Oil-Rates Correlation…
US Labor Market: Cooling But Not Weak Yet…
The 2024 Guide To Contested US Elections…
Economic Sentiment And The US Election…
A Hot October For Tokyo CPI…
Will Improved Credit Growth Save Europe From Recession…
In this Insight, we evaluate if there is more juice in our macro bet of being long June 2025 CORRA versus SOFR futures, and correspondingly, being short the CAD, for investors with a 1-3 month horizon.
BoC: Sticking The Landing…