海外研报

Global Rates Trader Pivot in Place

A heightened focus on growth risks continues to dominate price action in G10 rates.Chair Powell’s speech at Jackson Hole extended the Fed’s transition from focusing

Global Economics Wrap-Up: August 23, 2024

August flash PMIs show strength in services but continued weakness inmanufacturing:

Global Credit Trader There and back again

While spreads have nearly completed their round-trip back to pre-selloff levels,implied volatility on macro indices remains elevated.

Permanent Portfolios, Policies And Asset Returns

“You were given the choice between war and dishonor. You chose dishonor, and you will have war.”