By Laura Cooper, Managing Director, Head of Macro Credit and Global Investment Strategist at Nuveen.
Key takeaways:
Earnings have held up, bank results have surprised...
By Arif Husain, Head of fixed income and chief investment officer, fixed income at T. Rowe Price.
During our fixed income policy week discussions, participants...
Ninety One multi-asset team analyst, Dan Morgan, discusses how US fiscal policy will continue to play an increasingly influential role. As investors navigate a...
By Ken Hanton, Independent Fixed Income Specialist
This year, as is always the case, there will be many moving parts that will determine the final...
A real fear, now largely passed
When the United States and Israel struck Iran on 28 February 2026, the most immediate market concern was an...
As the US President Joe Biden and House Speaker Kevin McCarthy reach an in-principle agreement to finalise a budget agreement to raise the $US31.4...
— Immigration restrictions may reduce the U.S. labor force by 2.1 million people, which could cause upward wage pressure and push inflation higher.
— We...
Credit Suisse (CS) has been an under-performing bank for years, if not decades. So, it should be no surprise that it faltered after US...
Interest rates rises are starting to slow and many economists are suggesting we are nearing peak rates. If you agree, then it’s time to...
Written By Chamath De Silva Head of Fixed Income, Betashares
With the Fed officially commencing its easing cycle with a 50-basis point cut, much of the...



































