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Opinion

By Padhraic Garvey, CFA

We've changed our 5.5% call for the US 10yr
Opinion

We've changed our 5.5% call for the US 10yr

We've shifted down a gear, from 5.5% to 5% as a call for the US 10yr
THINK Ahead: More spending, more growth? Don’t be so sure

THINK Ahead: More spending, more growth? Don’t be so sure

James Smith's guide to another big week ahead for markets
Czech Republic
Mood among Czech consumers slides as industry tanks

Mood among Czech consumers slides as industry tanks

We think spenders can still drive a rebound, but industrial underperformance remains a threat
Eurozone PMI shows little relief from stagnation just yet
Eurozone PMI shows little relief from stagnation just yet
Bundle Germany
German election countdown 2025
Bundle German election countdown 2025
FX
FX Daily: US exceptionalism doubts hit the dollar
FX Daily: US exceptionalism doubts hit the dollar
Rates
Rates Spark
Rates Spark: Eurozone PMIs will test positive macro sentiment
Rates Spark: Eurozone PMIs will test positive macro sentiment