Gov Sovereigns/Treasurys
Tactically Oversold Dollar Will Remain Countercyclical Hedge…For Now…
Softening US Consumption and Sentiment Support Long Duration…
The RBI Will Cut Rates Substantially…
RBA Cuts Again, But Market Pricing Is Still Too Dovish…
Volatile Services, Tariff Risk Mask Underlying Disinflation…
This morning’s CPI report marginally tips the scales in favor of a September rate cut.
Japan Growth Stabilizes, But JGBs Still Exposed on Both Tails…
Low Global Vol Keeps BTP-Bund Spread Tight…
The BoE is easing, but risks falling behind. Labor and growth cracks are starting to emerge, and the Bank may soon be forced to move more decisively. This report outlines why gilts remain a buy and sterling’s path is diverging vs. USD and EUR.
Mexico: Monetary Easing Is Not Over…