Guns N' Money: Europe’s reaction to the new geopolitical reality
Europe's reaction to the new geopolitical reality
Guns N' Money: Europe's reaction to the new geopolitical reality
Europe is waking up to a new reality; it needs to step up defence spending
Rates: On Bunds swap spreads...
Bund spreads versus OIS are back to pre ECB QE levels, but persistent structural headwinds and political turmoil still warrant caution
We called the way up – it made sense to us. But the move on the way down (so far) is a tad tougher based on what we see
Yield curve patterns around the cycle peak of Fed policy rates
Higher Bund yields: Tapering in focus for eurozone sovereign spreads
Garvey: Another market temper tantrum's on its way
US Rates: Dipping negative
