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

Remember Mad Libs, the word game where players slot adjectives, nouns and verbs into a paragraph?..

Fixed Income, The Fed, Central Banks

On the threshold of recession

Sad to say, we think the likelihood of a recession starting in 2023..

Macro Strategies