An already accommodative European Central Bank (ECB) surprised markets with an even more dovish stance at its 7 March meeting—positive news for European credit.
With data coming in much stronger in the US than in the rest of the developed markets, does recent spread widening for US high yield present an entry point?
Yield in Europe is increasingly hard to come by, but with the European Central Bank (ECB) expected to ease monetary policy, should investors maintain their fixed income positioning?
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?
With the European Central Bank (ECB) almost certain to start quantitative easing again, what is the outlook for European credit?
With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?
With Mexico the latest target of Washington’s tariff tactics, trade tensions are clearly escalating, not subsiding. Could this be the final straw to push the Federal Reserve to cut rates?
The rise in support for populist parties in the European elections has done nothing for the popularity of European risk assets. Should investors ditch Europe, or does this represent a buying opportunity?
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?
Central banks across the globe recalibrated their policy stance in the first week of May, making it clear that inflation is not the sole driver of their decisions. What does this suggest for the future direction of monetary policy?