The correlation between US and European corporate bond spreads is historically very high. After a..

Fixed Income, Central Banks

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

Macro Strategies

Escalating inflation and tighter monetary policy appear to have shaken investors’ confidence in the..

Credit Research, Macro Strategies, Securitized Research, Sector Outlook

Recent G-7 discussions about imposing caps on the price of Russian oil and gas have led to some..

Macro Strategies, Sovereign Research, Geopolitics

Consumer behavior is currently under a magnifying glass, as capital market tumult and inflation..

Securitized Research

Jon, can you bring us up-to-date on recent developments at the European Central Bank (ECB)?

In..

Macro Strategies, Central Banks