
INSIGHTS AND DOCUMENTS
UPDATES FROM THE FINANCIAL WORLD
Global View
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...
05 Oct 2026
Global View
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.
21 Sep 2026
Global View
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
07 Sep 2026
Global View
DM EQUITIES: Q2 2026 EARNINGS SEASON MONITOR
Earnings across developed markets came out exceptionally strong, surpassing expectations and marking the strongest quarterly growth rates...
24 Aug 2026
Global View
THE LAND OF THE RISING INFLOWS: THE PROSPECT OF CAPITAL REPATRIATION IN JAPAN
Japan’s Finance Minister Katayama’s recent remarks have revived talk of policy measures aimed at supporting the domestic bond market and the Yen
29 Jul 2026
Global View
WARSH STARTS WITH A BANG
At his first meeting at the helm of the Fed, Warsh pledged to restore price stability. It was a hawkish debut, aimed at dispelling doubts...
24 Jun 2026
Global View
MACRO BACK ON THE CENTER STAGE
The non-farm payroll report has raised fears that the Fed can no longer cite labor market weakness as an excuse for not raising rates,...
08 Jun 2026
Global View
Global Bonds: from Downing Street to Capitol Hill, via Hormuz
Global bonds are experiencing a sharp adjustment driven by the inflationary ramifications of the conflict in Iran, as well as idiosyncratic factor.
25 May 2026
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