Stay updated on US services inflation's impact on Fed rate cuts. Explore actionable insights for flexible US fixed income and diversified global bond...

Stay ahead in finance with insights on central bank policies, global economic trends, and investment opportunities. Navigate rate cuts and market uncertainties...

Explore the regional impact of Red Sea traffic suspensions on global economy and finance. Stay updated on latest trends and analyses for informed decisions.

Amid a large consensus that the rate hike cycle has ended, markets are now trying to assess the timing of the next rate cuts. With inflation numbers,...

Resilient US growth and slowing inflation led the markets higher in 2023 but recent market movements show the challenges that lie ahead.

The Fed was clearly dovish, judging from its statement, revised projections and press conference. The ECB committee was more prudent, yet still paving...

Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.

Receding inflation good news but inflation fight not over

Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.

Dive into the effects of central bank balance sheet normalization on financial markets, government bond yields, and the evolving investment landscape....

Understanding the debate over the potential benefits and risks of Central Bank Digital Currencies.

The Talks elaborates on the banking stress in US and the FOMC May meeting.