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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...
This month we discuss the market reaction to perceived political pressure on the Bank of Japan. We also assess Japan’s “AI Basic Plan”; while the strategy’s effectiveness is difficult to gauge at t...
Decoupling between Canadian and US markets is changing credit dynamics. See how this affects hedging and trading strategies.
Emerging markets are rallying on stronger earnings and improving macro conditions, but growing concentration in AI-linked tech is reshaping risks.
Housing weakness, Canada’s labor stabilization, and Japan’s market tensions highlight a week shaped by restrictive rates, policy uncertainty, and growth risks.
Alex Bowles from our offshore partner, Orbis, discusses how the Orbis Optimal SA Fund is finding opportunities in overlooked Japanese companies as AI-driven...
Tensions flared in the Strait of Hormuz as Iran attacked passing ships. The US responded with airstrikes.
Please join our US economist and rates strategists for their weekly rates call to cover (1) commodity risks for global rates & curves and (2) US CPI preview & US inflation pricing implications. The...
The collapse of the ceasefire between the US and Iran has pushed oil prices higher.
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