How much longer will gilt and treasury yields remain in lockstep?
The UK’s debt burden is high and it is not master of its own destiny, writes Cherry Reynard
The UK’s debt burden is high and it is not master of its own destiny, writes Cherry Reynard
Should fixed income investors shun a ‘buy the market’ approach in favour of selective and targeted regional and credit selection?
Valuations across some parts of the credit market could look stretched
Markets are still expecting the Bank to strike a more dovish tone in 2024
There are solid arguments supporting a harder landing scenario than markets are pricing in
Monetary policy will ‘likely need to be restrictive for quite some time yet’
The Repo account, held at the Fed, is perhaps the greatest harbinger of doom for the global economy
The pace of US consumer spending may cease to continue over the medium-to-long term
The region compares relatively favourably to other emerging markets, but it is still struggling for attention against its Asian peers.
With inflation proving stickier than expected, Lipper’s research head considers the likely path ahead for monetary policy
Bond markets are preparing for ‘higher for longer’ interest rates despite falling inflation
Global interest rate rises of this magnitude have never been seen before, according to the Payden & Rygel managing director