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IT’S NOT DÉJÀ-VU

French government bonds were hit by heavy selling, resulting in a dramatic surge of the spread with Germany and bringing back memories of the...

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CENTRAL BANKS IN FOCUS: THE HIKE TO CREDIBILITY

Within eight days, the Fed, the ECB and BOJ all hiked rates, while the BOE kept policy on hold,with a 6-3 vote and a hawkish bias.

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JACKSON HOLE TAKEAWAYS

Warsh's remarks at Jackson Hole were widely interpreted as a pledge to raise rates in September, as inflation seems unlikely to slow anytime soon

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DM EQUITIES: Q2 2026 EARNINGS SEASON MONITOR

Earnings across developed markets came out exceptionally strong, surpassing expectations and marking the strongest quarterly growth rates...

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