Search results for 'Bonds'

Search results 61-70 of 71
Polina’s Perspective: Argentina - living on the edge
Argentina’s spending has resulted in a deteriorating credit quality. Can the new government commit to ending the vicious circle of living on the edge.
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Polina’s Perspective: Mexico – the art of transformation
Following a trip to Mexico City, Polina discusses possible solutions for the debt sustainability of the country’s largest state-owned oil company.
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Biden undermining the inflation fight as wages become political
We would continue to expect some incremental evidence of slower economic activity and somewhat higher inflation pressures over the next few weeks.
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Market enthusiasm for lower rates risk getting over its skis
We’ve seen some substantial market movements in the last few months, and as such, we do not see volatility dropping much into the end of the year.
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Action speaks louder than words (or dots)
Or is it a case of glass half full versus glass half empty?
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Come what May
We generally see economic activity moving ahead on a healthy trajectory, supported by a labour market which continues to look in good shape.
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Christmas flip-flops and market fashion thoughts for 2024
As we head towards Christmas and the New Year, CIO Mark Dowding evaluates 2023 and contemplates the year ahead.
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Chinese takeaway
Somewhat higher inflation projections, at a time of downgraded growth forecasts, paint a sombre picture for European prospects in the months ahead.
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An invidious market
The hype around AI risks creating a bubble in the price of such stocks, as we have seen many times in the past when disruptive technologies emerge.
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Risk of a hangover from the 2023 year-end party bonanza
2024 looks set to be significant in terms of politics and elections globally, and we think the US economy will slow into the second half of the year.
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