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

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...

Ten-year US Treasury bond yields are approaching 5%, surpassing the level reached earlier in October before the outbreak of conflict...

Stronger-than-expected job creation in the US, renewed doubts about inflation, the start of the earnings season, and geopolitical fallout from...

The market has traded many different macroeconomic narratives in the last 12 months. From a near unanimous belief that a...

Global bond markets continued their sell-off this week, pushing borrowing costs to their highest level in a decade or more....

The US Federal Reserve (Fed) kept the key federal funds rate unchanged on 20 September, but retained an unexpectedly hawkish...