Research Briefing
Our proprietary models signal the lowest probability of recession in more than two years as strong incoming data indicates that...
Bond market
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Research Briefing
The Bank of Japan left both short-term and long-term policy rates unchanged at Tuesday's meeting. Amid a decline in global...
Research Briefing
The Bank of Japan (BoJ) maintained the policy rates at its September meeting, following a tweak in its yield curve...
Research Briefing
UK government's U-turns on tax cuts, the prospect of further fiscal policy tightening, and calmer financial markets mean the Monetary...
Research Briefing
The pieces are almost in place for a high conviction OW on Asian local currency debt, but not quite. Indeed, we maintain a...
Research Briefing
After several days of huge UK financial market volatility, the BoE intervened at the long end of the gilt market...
Research Briefing
Reinvestments from the ECB's asset purchase programmes, a key monetary policy instrument going forward, could offer important support for smaller...
Inflation has become the all-consuming focus of investors’ attention in recent weeks. On the surface the story is simple—transitory factors...
Markets’ attention in recent weeks and months has been focused intently on central bank policy actions as the US Federal...
