Gov Sovereigns/Treasurys
BoC: Sticking The Landing…
Fed Beige Book: Sluggish Activity, Resilient Employment…
Fade US Dollar Strength…
US Election: Echoes of 2016…
A Donald Trump victory would send bond yields higher during the next few weeks, but yields will fall in 2025 no matter the election outcome.
Dear client, We are launching a new type of Daily Insight titled “Cross-Asset Focus”, where we delve into the dynamics between multiple asset classes, tying them to the current macro and market regimes. The inaugural entry looks at the dynamics between equities and bonds since the August…
A “No-Landing” Playbook
A…
The Trump Trade And EM Fixed Income…
UK Housing At Crosswinds…
A Re-Heating Risk?
A Re-…