Global Fixed Income Bulletin • 21 juin 2022 | |
Fear and Hope: Soft vs Hard Landings
Global Fixed Income Team
Markets continue to be buffeted by high levels of volatility driven by shifting fears of recession and inflation. This roller coaster of a month resulted in very diverse financial market performance. The Global Fixed Income team shares its thoughts.
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Global Fixed Income Bulletin • 30 mai 2022 | |
Annus Horribilis
Global Fixed Income Team
While many problems in the world can be blamed on the Russian/Ukrainian situation, it is not the primary driver anymore. The reason for the carnage in April: inflation, inflation, inflation! The Global Fixed Income team shares its thoughts.
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Global Fixed Income Bulletin • 27 avr. 2022 | |
Un petit pas pour les taux d'intérêt, mais un pas de géant pour la politique monétaireLes marchés financiers ont encore souffert au mois de mars, faisant de ce premier trimestre 2022 l'un des pires trimestres depuis les années 1980. Il n’a pas fallu longtemps aux marchés pour se rendre compte des conséquences inflationnistes/stagflationnistes de la guerre et des sanctions imposées à la Russie. Notre équipe Global Fixed Income vous fait part de ses réflexions.
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Global Fixed Income Bulletin • 23 mars 2022 | |
Naviguer à travers le brouillard de la guerre
Global Fixed Income Team
Après s’être inquiétés de la crise sanitaire, les marchés financiers s’inquiètent désormais de l’invasion de l’Ukraine par la Russie. Notre équipe Global Fixed Income vous fait part de ses réflexions.
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Global Fixed Income Bulletin • 28 févr. 2022 | |
Do Central Bankers Need to Calm Down?
Global Fixed Income Team
The Global Fixed Income Team examine January’s hawkish turn, as leading central banks pivoted towards accelerated monetary tightening, surprising the market.
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Global Fixed Income Bulletin • 15 janv. 2022 | |
Déjà vu? No, 2022 Will Not Look Like 2021
Global Fixed Income Team
How impactful will Omicron be? How much should markets fear the Fed? Will inflation slow? The Global Fixed Income Team examine the prevailing market dynamics.
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Global Fixed Income Bulletin • 15 déc. 2021 | |
And the Beat Goes On …
Global Fixed Income Team
Uncertainty around Omicron in conjunction with hawkish central banks has upended credit and equity markets. How will this affect the growth/inflation nexus?
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Global Fixed Income Bulletin • 15 nov. 2021 | |
Is Monetary Policy Angst Overdone?
Global Fixed Income Team
While policy normalization has begun, learn why we believe major central banks will likely take a more leisurely approach to policy adjustments than the market expects and why we feel it will be a ‘long and winding road’ to tighter monetary policy.
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Global Fixed Income Bulletin • 15 oct. 2021 | |
Who Let the Hawks Out?
Global Fixed Income Team
With inflationary pressures stronger and central banks less dovish, we expect government bond yields to drift higher as we move towards tighter monetary policy.
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Global Fixed Income Bulletin • 15 sept. 2021 | |
Traversing Peaks
Global Fixed Income Team
With investors debating when economic growth, Covid and inflation will peak, it may be useful to focus on what we know with certainty rather than sentiment.
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Global Fixed Income Bulletin • 19 août 2021 | |
What's Going On?
Global Fixed Income Team
Looking at the performance of U.S. Treasuries (and other developed government bond markets), one could be forgiven if one believed the economy was sinking. Other financial asset prices are sending a message that all is well. What gives? The Global Fixed Income Team explores.
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