Moody’s downgrade of US Treasury debt from AAA to AA1 had been well foreshadowed, but the timing..

Macro Strategies, Sovereign Research

With less than two weeks until election day, the race between US presidential candidates Kamala..

Macro Strategies, Election

The US national election year of 2024 has been extraordinary in so many ways. It is understandable..

Election

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

Macro Strategies

On 1 August, Fitch Ratings announced it was cutting the long-term rating of US Treasurys one notch..

Macro Strategies, Fixed Income

The issue of the debt limit, also called the debt ceiling, has moved to center stage. On 1 May,..

Macro Strategies, Fixed Income, Market Outlook