Global - Currency Thoughts - PDF
Global - Currency Thoughts - PDF
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Weekly Bond Bulletin: Momentum in manufacturing?
Weakness in the global economy has been almost entirely driven by the manufacturing sector. With recent data showing tentative signs of a recovery, what could be the implications for bond markets?
Weekly Bond Bulletin: Trading on trade wars
Trade rhetoric is dominating news flow, weighing on risk assets. What could be the implications for US growth and inflation, and how is the outlook reflected in valuations?
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How expensive is the Swiss franc?
Switzerland is well known around the world for its high prices, with a Big Mac or a Starbucks latte costing over USD 6 each. The Swiss National Bank (SNB) itself describes the Swiss franc as “highly valued”, but it is less clear to us that the currency is
Weekly Bond Bulletin: Beijing at the helm
China’s monetary and fiscal efforts to manoeuvre a soft landing and cope with pressure from increased trade tensions are beginning to pay off. What are the broader implications?
Weekly Bond Bulletin: Divergent paths for high yield corporates
As an increasing number of high yield corporates run into trouble we question whether the rise in corporate distress is a signal for more caution, or if lower rated credits now look more attractive at improved valuations.
Weekly Bond Bulletin: Finding the EM nuances
Emerging market debt is underpinned by a solid fundamental backdrop, but the local index is at all-time tights. A differentiated approach seems warranted.
Dr. Kelly's Commentary: Deflation delusions
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
Weekly Bond Bulletin: A matter of time
The Bank of Japan has reacted to a persistently flat yield curve As demand for duration sendsby adjusting its Rinban operations and by signalling that a potential rate cut is around the corner. But will these attempts to steepen the curve be sustainable?
Why has the dollar diverged from rate spreads?
The performance of the US dollar significantly diverged from relative rate spreads