Our thoughts on this morning’s CPI release and some upside risks to inflation that could flare up in the months ahead.
This month, our Here, There, And Everywhere chartpack reiterates our main thesis for 2025: the three main narratives driving markets today – fiscal profligacy, trade war, and geopolitical conflict – will peak at some point in 2025.…
Our European Investment strategists looked at the developed markets bond selloff from a European perspective, focusing on Euro area and UK government bonds and currencies. The recent selloff in European bonds is driven primarily…
UK and German bonds are victims of the global bond market riots. Will European yields continue to move higher and will the euro and the pound find a floor anytime soon?
Thoughts on the increase in bond yields and this morning’s employment data.
Our Portfolio Allocation Summary for January 2025.
The euro broke the support level of its 2-year trading range against the USD, extending the strong dollar trend witnessed since September of last year. This trend will continue in Q1 2025. Despite global yields rallying in late…
Our thoughts on this afternoon’s Fed decision and the bond market reaction.
This is the time of the year when strategists are busy sending out their annual outlooks. Here on the Global Investment Strategy team, we decided to go one step further. Rather than pontificating about what could happen in 2025, we…