Government bonds could have paused for breath after their sharp November rally on market expectations of rate cuts early in...

Bond markets rallied sharply in November on the back of falling inflation and weak economic data, markedly benefiting our active...

Data published this week in the US and eurozone suggests inflation may now be on a steady, downward glide path....

The pace of inflation in developed markets has slowed, while China’s economic weakness appears to have hit a ‘pain point’...

In 2024, the fuel that drove economic activity in 2023 will start running low. In the US, excess savings will...

US macroeconomic data this week fed hopes of a soft landing for the US economy. Most importantly, US consumer price...

The hard times equities and bonds went through in October now seem forgotten. November has had a strong start. What...

Volatility remains high in US Treasury bond markets following the surge in yields since July. Having only recently breached the...

The rise in yields of US Treasuries, which began in August, saw the 10-year yield reach 5.0% this week.  The...

US Treasury yields have now reached levels that we believe offer attractive value given that the Federal Open Market Committee...