Global economic activity appears to be slowing down. But slowing down and tipping into recession..

Macro Strategies, Sovereign Research

US bank shares are in a bear market.[i] The KBW Bank Index[ii] fell 20% in 2018. That’s much..

Equity Research

Wary investor sentiment, seasonal trading activity in loans, and a big institutional seller have..

Bank Loans

To wrap up 2018, we took a look back at the year’s most popular blog posts. Not surprisingly,..

Macro Strategies, Equity Research, Bank Loans, Fixed Income

The Federal Reserve Open Market Committee is set to release its press statement on December 19...

Macro Strategies

There has been a lot of drama as the UK approaches the expiration of Article 50 (Brexit) in..

Macro Strategies, Sovereign Research