Rates: Mapping the war to markets
Elevated interest hike pressure and inflation expectations maps to elevation in bond yields
Tariff slapdown: What the markets say
Tariff strike down lifts equities, hurts Treasuries and the dollar
Prepare for some whipsaw in US Treasuries
We think the 10yr yield can shoot lower, but revert right back up again on rate cuts and higher inflation
Sembra che sia tutto sotto controllo, niente di cui preoccuparsi. Va bene. Ma ci sono alcuni punti da considerare..
Global tariffs are proving bullish for the global yield curve. Fine, but it needs to steepen too, from both ends
Deep tariff angst – where now for US rates?
We've changed our 5.5% call for the US 10yr
The early cutting cycle – what the US 10yr should do
Per la BCE non è il momento di andare in vacanza
Eurozona, la produzione industriale cala a maggio
Where now for the US 10yr rate?
Let's get real on US rates
Rates: Back to the noughties!
Where are we now directionally for the US 10yr?
A bond bear market made in America
A soft landing is being discounted. That's bad news for longer tenor Treasuries as future cuts are tamed. Also higher deficits mean higher rates. We…
Sentiment supports uneasy market gains ahead of Jackson Hole
Asian FX gains against the USD, commodities rallying, bond yields rising and equities claw higher. But a hint of taper could undo all of this. Eyes down…
Any excuse for a bond rally
Powell changes Fed stance one word at a time
Market mumbo jumbo
Important week for Asian markets
Asia's response to a more hawkish fed
Asia markets wait for the Fed
