Gold enters bear territory
US dollar strength and central bank tightening have weighed heavily on the gold market. And with further tightening expected there is room for more…
Watch: Have yields peaked?
Falling inflation expectations suggest that market interest rates may have peaked. But ING's Antoine Bouvet says the outlook for bonds is nuanced, and…
Rates: why real rates are the key for direction
A long-run real return is what you get over and above long-run inflation. In Europe, it's still negative. In the US, it's barely positive. Lower…
The US debt ceiling drama is back with its usual political farce. Unfortunately, it matters. ‘Extraordinary measures’ are keeping the show on…
USD credit spreads are clearly outperforming EUR credit despite the fact that the (relative) volume of purchases by the ECB through PEPP and CSPP is far…
Five charts explain how the Fed plans to shrink its balance sheet
