G4 government bonds: A slow road to low yields
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Fed reactions following the December FOMC meeting
Reactions following the October 2017 ECB meeting from the Global Market Insights Strategy team.
A slew of fundamental developments over the week suggests the macroeconomic backdrop continues to deteriorate, and yet bond markets are still generating strong returns across not only safe havens but also risk assets. Can this momentum persist into Sept.
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?
The Reserve Bank of New Zealand has led the way with its recent interest rate cut. As we head towards the end of the cycle, other developed market central banks could be expected to follow.
LTCMA 2017 Matrix - SK
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
This paper addresses that the composition of the Fed will be different in 2018 and will likely be moving in a more hawkish direction.