7/10/2026 Economy & Markets Markets weigh rising yields and AI exuberance Understand what is driving the recent rise in bond volatility and what higher yields could mean for investors across fixed income and equities.
3/02/2023 Economy & Markets ECB-inspired rally risks going too far Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
19/12/2022 Economy & Markets Hawkish surprise from the ECB Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
16/12/2022 Economy & Markets Fed: Staying the course until the job is done Understanding the outcome of the December FOMC meeting and its market implications.
21/11/2022 Economy & Markets UK Fiscal Budget: main political, social and market implicat... Understanding the latest UK budget and its main political, social and market implications
10/11/2022 Economy & Markets US mid-term election: no red tide Understanding the outcome of the 2022 US mid-term election and its policy, economic, and financial fallout
4/11/2022 Economy & Markets 1-2 November FOMC meeting: debating a downshift, not a pivot Understanding the outcome of the November FOMC meeting and its market implications