Tag: Macroeconomic
Weekly House View | US Banks Bleed Deposits
The CIO’s view of the week ahead. As expected, the...
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Weekly Market Update – Staying the Course
Markets this week have been gripped by apprehension over the...
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UK Reaction: Wages Cool as Job Growth Remains Firm
• Unemployment rate was unchanged at 3.7% in January 2023,...
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Macro Talking Points: Week of 6 March 2023
Fixed income market analysis through a macroeconomic lens. Global growth...
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Macro Talking Points: Week of 21 November 2022
Fixed income market analysis through a macroeconomic lens. A stronger...
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Trend-Following: Why Now? A Macro Perspective
Trend-following managers are having a banner year so far in...
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Macro Matters: There will be Pain
In this monthly series, we take a quick, comprehensive look...
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Quarterly Insurance Update Q3 2022
Since our last update, the macroeconomic environment has largely been...
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