
ASSET CLASS:
INSIGHTS and documents
THE BOND MARKET TAKES A BREATHER
A softer tone from Fed governors alongside weak readings in real disposable income and retail sales halted the bond route, reversing most of...
Global View
IT’S NOT DÉJÀ-VU
French government bonds were hit by heavy selling, resulting in a dramatic surge of the spread with Germany and bringing back memories of the...
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CENTRAL BANKS IN FOCUS: THE HIKE TO CREDIBILITY
Within eight days, the Fed, the ECB and BOJ all hiked rates, while the BOE kept policy on hold,with a 6-3 vote and a hawkish bias.
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JACKSON HOLE TAKEAWAYS
Warsh's remarks at Jackson Hole were widely interpreted as a pledge to raise rates in September, as inflation seems unlikely to slow anytime soon