Investment analysis for yield and duration-focused investors
Explore monthly insights on key developments across India, Indonesia, Malaysia, the Philippines and Thailand government bond markets. Read the report.
Explore nearly a century of U.S. election data to uncover how presidential and midterm elections affect stock market returns, volatility and stock-bond relationships. This edition of Macro Moves co...
Total Q3 gold demand, including OTC, was 1% lower y/y at 1,369t. On a y-t-d basis, demand of 3,881t virtually matches the 2025 record (3,884t), while value set a record of US$566bn.
Assess how central banks balance resilient growth, persistent inflation and energy risks while AI investment supports demand, influences policy expectations and reshapes global markets across regions.
European flex office stock grew 3.4% year-on-year to Q3 2026, with prime desk rates up by double digits in Milan, Brussels, Prague, and Barcelona, CBRE reports.
Chancellor John Healey delivered his Autumn Budget last week. His most pressing aim was to provide “breathing space” for households and businesses in the face of rising prices. Whether it can be su...
The AI financing wave is weighing on the weakest credits within high yield. The key question is, will the stress be contained at the bottom of the spectrum?
In this month’s issue, AI-driven investment and strong earnings growth continue to support emerging markets, though selectivity remains essential as higher interest rates create winners and losers.
Weekly Municipal Monitor: What the Congressional and Gubernatorial Races Mean for Munis
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