19/01/2026 US inflation down, but still above target Productivity gains should help keep labour costs in check over the medium term.
12/01/2026 ECB to stay on hold in early 2026 For now, the ECB is in a 'good place', with services inflation remaining high and activity data improving more than expected.
15/12/2025 Fed cuts, keeps a balanced tone With its recent rate cut decision, the Fed has lowered its benchmark rate for a total of 75bp this year.
8/12/2025 Japan bond yields on the rise 2Y bond yields rose to their highest level since 2008 on hopes of a rate hike by the BOJ.
1/12/2025 UK budget aims for a balance UK budget projects less debt issuance in the near term (vs. market expectations), explaining the calm reaction in bond yields.
28/10/2025 Portfolio Allocation Retirement Accumulation Strategies with Real Assets and Infl... This paper presents a dynamic framework for retirement accumulation that integrates human capital, multi-asset real investments and inflation hedging...
22/09/2025 Fed may cut further, amid weaker employment The Committee was relatively unanimous in its decision, with only governor Miran preferring a 50bp cut.
