What the Fed’s hawkish pause means for markets
What the Fed’s hawkish pause means for markets
Breaking down the latest decisions from the Fed and the ECB, as well as how corporates are navigating the current econom... Read more
16 Jun 2023
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10mins
Why the AI-driven tech rally has legs
Why the AI-driven tech rally has legs
Investor enthusiasm for artificial intelligence has driven equity markets higher, but does the current rally have legs? ... Read more
9 Jun 2023
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9mins
What’s next for U.S. Treasuries
What’s next for U.S. Treasuries
Discussing what’s next for U.S. treasury issuance as debt ceiling concerns fade, the Fed’s next move, and underlying tre... Read more
2 Jun 2023
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10mins
Are markets pricing in the potential of a default?
Are markets pricing in the potential of a default?
Debt ceiling discussions are the primary focus of markets this week but equity and bond markets are reacting in very dif... Read more
26 May 2023
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7mins
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Why European stocks are beating US equities
Why European stocks are beating US equities
Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global hea... Read more
19 May 2023
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9mins
Pricing in the probability of a recession
Pricing in the probability of a recession
Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Br... Read more
12 May 2023
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8mins
Fed rate hikes, banking stress & debt limit concerns
Fed rate hikes, banking stress & debt limit concerns
Explaining the takeaways from this week’s Fed decision, recent banking sector stress and debt limit concerns, Ashish Sha... Read more
5 May 2023
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8mins
Volatility, Earnings, and European Equities
Volatility, Earnings, and European Equities
Discussing US equity volatility hitting a low, the takeaways from US and European earnings, and what to expect in next w... Read more
28 Apr 2023
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10mins
A ‘bulletproof’ stock market?
A ‘bulletproof’ stock market?
Breaking down recent bank earnings, China’s GDP, European markets and the tech sector, Tony Pasquariello, global head of... Read more
21 Apr 2023
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9mins
