Feeling a little queasy after this week’s volatility? You’re not alone. On Monday, 5 August, equity..

Macro Strategies, Market Outlook

The disinflation trend has continued, and a shift to easier monetary policy appears to be underway...

Fixed Income, Market Outlook

Our latest analysis of corporate health highlights a modest divergence between the positive..

Credit Research, Macro Strategies

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

Macro Strategies

The UK heads to the polls on 4 July, with predictions pointing to a sweeping Labour victory. This..

Macro Strategies, Sovereign Research, Central Banks, Election

The disinflation trend appears intact in the US and in the euro area. While economic growth in..

Macro Strategies, Sovereign Research, Market Outlook