Research Briefing
Treasuries have stumbled since the Federal Open Market Committee's aggressive 50bp rate cut in September, but our baseline longer-term outlook...
Treasury
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Research Briefing
The biggest surprise from the outcome of the Federal Open Market Committee meeting had nothing to do with interest rate...
Research Briefing
Last week's liquidation of Silvergate Capital and the collapse of Silicon Valley Bank (SVB) have raised questions about the risks...
Research Briefing
The incoming data likely warrant some adjustments to the baseline forecast, particularly for the path of the target range for...
Research Briefing
The US economy will need a lot of luck to avoid a recession next year because the headwinds are about to intensify. We...
Research Briefing
We have cut our US industrial outlook to reflect rising interest rates and economic uncertainty.
Research Briefing
Rising interest rates mean the BoE is now making a loss on the gilts it purchased under quantitative easing. With the Treasury committed to making the BoE's...
Research Briefing
Turkey’s unpredictable macro policies could leave the treasury with a sizeable bill stemming from FX-protected lira deposits. The baseline for...
