A possible change in Chinese currency policy?
Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?
A new trade announcement from the Trump administration has comprehensively overshadowed the Federal Reserve’s first rate cut since the financial crisis. What impact will the most recent round of tariffs have on the economy and on markets?
Global - Currency Thoughts - PDF
With the European Central Bank (ECB) set to resume quantitative easing, can European high yield spreads return to their lows of the last time around?
Emerging market (EM) central banks are following their developed market peers with easier monetary policy. What are the implications for EM debt?
China's GDP is on the cusp of middle income status. Discover the implications for financial markets, and whether it’s a good time to invest in China.
Small businesses in the US are becoming more cautious about the economic outlook – the National Federation of Independent Business’ (NFIB) Small Business Optimism Index fell 1.3 points to 101.8 in September.
Incorporating Environmental, Social & Governance
A summary of the factors driving global markets over the last month.