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Financial Markets

This week’s report contains an update on the Treasury curve’s recent bear-steepening trend and a look at different measures of long-maturity Treasury valuation.

In this Special Report, we introduce two strategies that use our Central Bank Monitors for global fixed income country allocations and currency trades. We find that using the Monitors in country selection helps improve the performance of a developed markets government bond portfolio. The CBMs can also help substantially minimize the drawdowns on a standard FX carry strategy.

China’s economic growth will stagnate, at best, rather than revive. Lower valuations of Chinese equities are justified, and share prices have more downside. The RMB will continue to depreciate versus the US dollar.

So far, 2023 is proving to be a year of two phases for global equity markets. Despite the bout of bank turmoil which weighed on equities in Q1, stocks rallied for the most part of the first seven months of the year. This rally has since morphed into a general…
In a recent report, BCA Research’s Equity Analyzer service proposes two strategies to help investors navigate the conflict in the Middle East. The  first strategy uses the “Macro Sensitivities” filter on the platform to create a market diversified…

The biggest banks report that consumer credit card delinquencies still have yet to get back to pre-COVID levels and other credit performance indicators, leading and lagging, remain solid. There is still a great deal of cash sloshing around the banking system, though consumption has clearly slowed. We reiterate our view that a recession is coming, but not before the year is out.

A powerful feature of the Equity Analyzer platform is its breadth of coverage: roughly 13 thousand stocks trading on MSCI Developed Market exchanges. Since we have a cross-section of the same stock level data across multiple regions, we can aggregate this…

There is a high probability that the global economy will tip into recession in the second half of 2024. A long yen position is an excellent hedge against that risk.

The Hamas attack against Israel, timed almost 50 years to the day after a similar surprise attack on Yom Kippur of 1973, has evoked parallels with the 1970s. Parallels not only with Middle Eastern geopolitics then and now, but also with inflation, economics, and financial markets. In this report, we explain what went wrong in the 1970s and whether the mistakes will be repeated. Plus: the sharp sell-offs in some Latin American currencies are reaching a potential turning-point.

In this report, we present the quarterly review of the Global Fixed Income Strategy Model Bond Portfolio. The portfolio remains positioned for slower global growth momentum over the next 6-12 months, favoring government bonds over corporate debt. The portfolio also favors government bonds in countries flirting with recession where policy rates are too high (core Europe & the UK).