Weekly Cross Market Meeting Notes – May 13, 2025

Weekly Cross Market Meeting Notes: Global Fixed Income Currency & Commodities (GFICC)

FOMC Statement: May 2025

Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.

Weekly Cross Market Meeting Notes - April 29, 2025

Weekly Cross Market Meeting Notes: Global Fixed Income Currency & Commodities (GFICC)

China: Analyzing the 2025 fiscal plan amid rising AI and tariffs

In this blog, we discuss the fiscal package for 2025 against rising AI (artificial intelligence) and accelerated tariffs and assess the corresponding economic impact.

A Tale of Two Recoveries: The K-Shaped Path of U.S. Consumer Resilience

The situation around the consumer continues to be complex, with K-shaped outcomes persisting, necessitating rigorous and disciplined security selection in consumer credit investments.

FOMC Statement: March 2025

Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.

FOMC Statement: January 2025

Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.

GSE Reform Resurfaces: Challenges and Implications

Potential reform of the government-sponsored enterprises (GSEs) could have significant implications for investors, taxpayers, and the broader housing market.

China 2025: Trade War 2.0

In this blog, we discuss our GDP forecast for 2025 and China’s policy responses to trade war 2.0.

FOMC Statement: December 2024

Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.

Rising Strong: Emerging Market Companies Adapt to Thrive

Emerging market companies adapt to thrive

Fundamentals “Trump” Politics – Emerging Markets Debt under Trump 2.0

Emerging Markets Debt under Trump 2.0

FOMC Statement: November 2024

Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.

Dissecting Labour Markets is Key to Differentiating Cycles

What does the Fed's pivot mean for the ECB and BoE? Labour market differences will be the key driver.

Currency selection - a question of trust

Next week, the BRICS nations are meeting to further discuss how to reduce their reliance on the US dollar. What are the potential implications for the global currency landscape?

FOMC Statement: September 2024

Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.

FOMC Statement: July 2024

Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.

China: Continued rebalancing

In this blog, we highlight some recent developments regarding China's macro and policy arrangement, and provide investment implications.

FOMC Statement: June 2024

Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.

How much protection will the USD offer you in a global recession?

We believe any US dollar rally in a global recession will be short, shallow or may not even take place at all…learn why.

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