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A two-week US–Iran ceasefire is set to reopen the Strait of Hormuz, easing supply concerns and pushing Brent crude prices lower. However, uncertainty remains.
A harder path to read
With the US now enforcing closure of the Strait of Hormuz, what will it mean for credit markets? Read on for a breakdown of fixed income news across sectors and regions.
Following the announcement of a two-week US–Iran ceasefire on Tuesday, 7 April, risk assets were supported by the perception that the worst may have been avoided.
Japanese equities declined sharply in March as heightened geopolitical tensions in the Middle East drove a renewed...
Franklin Templeton Fixed Income CIO Sonal Desai shares her perspective on the US dollar. She believes any recent weakness should be understood as cyclical rather than structural because the dollar’...
While the U.S. economy remains relatively stable, it is vulnerable to sustained hostilities in the Middle East.
Building upon IFM Investors’ earlier research on macro-factor exposures across public and private markets, with a particular focus on private infrastructure, this paper aims to improve the robustne...
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
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