Our latest macroeconomic insights Asset Allocation Update The mixed recession signals from US HY bonds & CMBS The stark and unusual contrast between falling credit spreads of high-yield (HY) corporate bonds and rising ones of private-label commercial mortgage-backed securities (CMBS) in the US suggests... 10th August 2023 · 4 mins read Global Markets Update We doubt upward pressures on the JGB yield will last The yield of 10-year Japanese government bonds may come closer to the new “just-in-case” cap of 1.0% in the coming months, but we doubt it will settle that high further ahead. 10th August 2023 · 4 mins read Global Markets Update Three thoughts on the US credit rating downgrade The US government losing another one of its “AAA” ratings after Fitch Ratings’ downgrade decision this week is more symbol than substance. But three key related points are worth highlighting. 4th August 2023 · 5 mins read Global Markets Update Soft landing tailwind for “risky” assets may fade We suspect the boost to “risky” assets from the resilience of the economy may have mostly run its course. 4th August 2023 · 4 mins read Pagination Previous … Page 74 Page 75 Page 76 Page 77 Current page 78 Page 79 Page 80 Page 81 Page 82 … Next
Asset Allocation Update The mixed recession signals from US HY bonds & CMBS The stark and unusual contrast between falling credit spreads of high-yield (HY) corporate bonds and rising ones of private-label commercial mortgage-backed securities (CMBS) in the US suggests... 10th August 2023 · 4 mins read
Global Markets Update We doubt upward pressures on the JGB yield will last The yield of 10-year Japanese government bonds may come closer to the new “just-in-case” cap of 1.0% in the coming months, but we doubt it will settle that high further ahead. 10th August 2023 · 4 mins read
Global Markets Update Three thoughts on the US credit rating downgrade The US government losing another one of its “AAA” ratings after Fitch Ratings’ downgrade decision this week is more symbol than substance. But three key related points are worth highlighting. 4th August 2023 · 5 mins read
Global Markets Update Soft landing tailwind for “risky” assets may fade We suspect the boost to “risky” assets from the resilience of the economy may have mostly run its course. 4th August 2023 · 4 mins read
