A summary of the factors driving global markets over the last month.
Over the last few months much of the key US economic data has improved.
US Economy Health Check chart book
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
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Dovish central bank policy over 2019 pushed yields lower in fixed income markets, reigniting the hunt for yield.
US exceptionalism shows signs of re-emerging, adding to the pressure on the euro. Could this cause the currency to break out of its recent range?
Oil prices have fallen sharply as investors assess the economic impact of the coronavirus. Could this present a buying opportunity in energy-linked fixed income sectors?
The general public, especially in Asia, is understandably anxious about the latest coronavirus outbreak that originated in Wuhan, China.