Thank you! We have received your request. A member of our team will be in touch shortly to set up your complimentary access. You may also like Bonds Focus Recessions, bubbles, and US high-yield spreads We don’t think US high-yield (HY) spreads would fall all the way back to their recent lows even if US recession concerns faded and a stock market bubble reinflated. And we think they would rise... 20th March 2025 · 14 mins read Global Markets Update South Africa’s political uncertainty likely to weigh on assets Lingering fiscal risks in South Africa, alongside the challenging global backdrop, prompt us to expect a dim outlook for the country’s bonds, equities and the rand over the rest of this year. 18th March 2025 · 4 mins read Capital Daily Is the yen due a breather? The yen’s rally faces some near-term stumbling blocks, in our view, but we still think it will end this year stronger against the US dollar than it is now. 14th March 2025 · 4 mins read Capital Daily What to make of the post-payroll roundtrip in US markets While heightened uncertainty and worries about the US economy may keep investors on their toes for a while yet, we think the risk-on mood in markets will come back before the end of the year. 7th March 2025 · 4 mins read Pagination Previous … Page 49 Page 50 Page 51 Page 52 Current page 53 Page 54 Page 55 Page 56 Page 57 … Next
Bonds Focus Recessions, bubbles, and US high-yield spreads We don’t think US high-yield (HY) spreads would fall all the way back to their recent lows even if US recession concerns faded and a stock market bubble reinflated. And we think they would rise... 20th March 2025 · 14 mins read
Global Markets Update South Africa’s political uncertainty likely to weigh on assets Lingering fiscal risks in South Africa, alongside the challenging global backdrop, prompt us to expect a dim outlook for the country’s bonds, equities and the rand over the rest of this year. 18th March 2025 · 4 mins read
Capital Daily Is the yen due a breather? The yen’s rally faces some near-term stumbling blocks, in our view, but we still think it will end this year stronger against the US dollar than it is now. 14th March 2025 · 4 mins read
Capital Daily What to make of the post-payroll roundtrip in US markets While heightened uncertainty and worries about the US economy may keep investors on their toes for a while yet, we think the risk-on mood in markets will come back before the end of the year. 7th March 2025 · 4 mins read
