Tag: Macroeconomic

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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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Always, Sometimes, and Never

In this monthly series, we take a quick, comprehensive look...

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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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Macro Matters

Macro Matters provides a concise, comprehensive look at macroeconomic themes...

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