26/07/2024 Economy & Markets How long can the Central Banks’ divergence last Understand how central banks' rate divergence affects exchange rates, with a focus on US long-term yields, energy price shocks, and inflation pass-through...
10/06/2024 Fixed Income & FX Bond investing when Central Banks are in motion The outlook for bond market, reassessing risks and opportunities in fixed income space.
25/03/2024 Central banks’ divergences in sight Explore the divergences in central bank policies and their impact on global bond investments. Discover potential opportunities in bonds and equities amidst...
14/11/2023 Economy & Markets Central banks’ unwinding will put more public debt in market... Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.
17/10/2023 Economy & Markets Central banks’ endgame: a new policy paradigm Dive into the effects of central bank balance sheet normalization on financial markets, government bond yields, and the evolving investment landscape....
9/05/2023 Economy & Markets Stress in US regional banks continues, while the Fed moves t... The Talks elaborates on the banking stress in US and the FOMC May meeting.