The May Employment Report from the Bureau of Labor Statistics (BLS) sent a contradictory message to..

Macro Strategies

The UK heads to the polls on 4 July, with predictions pointing to a sweeping Labour victory. This..

Macro Strategies, Sovereign Research, Central Banks, Election

The disinflation trend appears intact in the US and in the euro area. While economic growth in..

Macro Strategies, Sovereign Research, Market Outlook

The European Central Bank has signaled that it will cut interest rates at its meeting this week,..

Fixed Income, Currency, Central Banks

1. There have been many headlines over the past few months about booming demand and insatiable..

Fixed Income, Private Credit

This blog post was initially published on 18 April 2024. It has been edited to include market index..

Fixed Income