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

Midterm elections are next week on November 8 and turnout is expected to be high. It is also the..

Macro Strategies, Election

The advance estimate of Q2 real GDP is scheduled to be announced July 28 (the day after the FOMC..

Macro Strategies