Rates: Why core market rates may rise
While risk assets have rallied off earlier lows, the US 10-year yield has not managed to budge much from the 2.5% area. However, the positive macro-story…
US: In defiance of markets
Despite the ongoing uncertainty, the US economy continues to prove the doubters wrong. 1Q GDP outperformed, jobs growth remains strong, consumer optimism…
FX: Sell in May….
May is typically a bad month for EUR/USD. 1.10 looks the target this summer as US data holds up well and the ECB contemplates the signals it wants to send…
Despite some better first-quarter growth figures, we don't think this marks the start of a new upward trend in economic activity. Throw in the fact…
Stronger-than-expected Chinese growth, coupled with fiscal and monetary firepower, will help authorities in trade negotiations as the tariff battle goes…
Japan: Mixed messages
May economic update: Just when things were looking up
Brexit: The slow countdown to October
