Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content

Country In-Focus

f_image_20240411_165725.PNG
The ECB Signals A June Rate Cut

At today’s monetary policy meeting, the ECB gave strong hints that rate cuts will begin as soon as the next meeting in June. In this Insight, we share our thoughts on today’s meeting and discuss the implications for European bond yields and the euro.

Global Fixed Income Strategy, Foreign Exchange Strategy by Chester Ntonifor
f_image_20240301_161203.PNG
Comparison Shopping Between European Corporates & Italian Government Bonds

In this Strategy Insight, we take a comparative look at two of the largest spread product sectors in Europe – Italian government bonds and investment grade corporates. We make the case for favoring Italy over investment grade in the event of a downturn in European economic sentiment.

Global Fixed Income Strategy by Robert Robis
f_image_20231201_113439.PNG
New Zealand: High Rates For A Lot Longer

In this Insight, we discuss the outlook for monetary policy in New Zealand after this week’s RBNZ policy meeting, and introduce related fixed income and currency trade ideas.

Global Fixed Income Strategy, Foreign Exchange Strategy by Chester Ntonifor

Related Topics

AI BCA Indicators/Model BDCs Bubbles/Crises/Manias Commodities Commodities & Energy Sector Country In-Focus Currencies Defaults Deleveraging See more Topics