Research Briefing
The precipitous decline of the Yen to record fresh lows (and briefly above 150 last month) coupled with a dramatic...
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Research Briefing
We do not expect a long-lasting rebound in sterling (or gilts) anytime soon, given the lack of a credible fiscal...
Research Briefing
Emerging Markets’ reputations for delivering on fiscal commitments has never been so important as it is now, given the need...
Research Briefing
Emerging market currencies tend to move with the economic cycle. Consequently, after losing ground in 2020, they have recently shown...
