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What happened to the term premium?

The term premium is one of the most important parameters for investment andfunding decisions, but nobody knows its size. Our revised approach reduces
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UK Weekly Kickstart Summer data-only update

Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures,
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we prefer Europe and the UK despite Japan structurally getting better

For EAFE or US international portfolios, Japan versus Europe is the most important regional decision. We downgrade Japan to underweight in local-currency terms
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Trade Close: Close Options Recommendation on AFRM

We close our recommendation to buy AFRM calls. We close our 21-Aug, 2024recommendation to buy AFRM 6-Sep Weekly $29.5 calls at a gain following their
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Monetary mechanics and Indonesia

If Federal Reserve Chairman Jerome Powell signaled the commencement of monetary easing in his 23 August
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Core CPI Both Accelerate Above Market Forecast on Weak Yen Effects

BOTTOM LINE: The Tokyo new core CPI (excludes fresh food and energy) came in at+1.6% yoy in August, marking an acceleration of +0.1 pp from +1.5% in July, and
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Hong Kong: Retail sales fell in July

On a month-over-month basis (seasonally adjusted), Hong Kong retail sales declinedin July (-2.0% in value terms, -2.3% in volume terms). Sales value declined
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Hidden messages of Jackson Hole 2024

At this year’s Jackson Hole Symposium, the Fed officially announced that time had come to ease financial conditions. That said, the
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Sustainable equity inflows, driven by W. Europe

Sustainable equity flows remained marginally positive in July ($0.8 bn),marking a three-month trend and reversal of early-2024 outflows. Sustainable
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Global Economics Wrap-Up: August 29, 2024

July saw continued inflation progress in the US, the UK, and Canada:o Our July sequential trimmed core inflation measures remained soft in the
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