Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone���s relatively better balance of payments position.
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
Our newsletter provides the latest news and views impacting public funds.
Implications for insurance capital requirements
Market sentiment towards the Chinese currency has shifted significantly
The bond bear market, continued normalizing of monetary policy and need to finance expanding U.S. budget deficits, long-term rates are set to rise.
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.
The performance of the US dollar significantly diverged from relative rate spreads