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Bubbles Detector
Summer is time for vacation, and getting ready for a trip has become almost a ritual for me: pack bags for my large family, load the car, don’t forget the GPS and check weather conditions. The last two...
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The 2015 Global Risk Map: Hedging Geopolitical Challenges
Central Banks are likely to continue to dominate the global economy as well as financial markets again in 2015. Asset prices will likely benefit from abundant liquidity. However, divergent monetary...
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Dovish Fed Resets Outlook For Risk Assets
The market’s initial reaction to Wednesday’s FOMC meeting was consistent with a dovish interpretation. U.S. Treasury yields declined and the dollar underperformed. However, as market participants...
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Chinese Rates – What’s Next?
A View from the Emerging Markets Desk Following several months of disappointing inflation data, the Chinese Central Bank moved to cut rates on Sunday. The People’s Bank of China (PBoC) cut the...
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Fixed Income Market Liquidity: Cause for Crisis Concerns?
Fixed income market liquidity has declined in the face of more restrictive banking regulations, including increased charges for risk-based capital. This has caused greater concern among investors about...
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3 Things the European Investment-Grade Fixed Income Team Talked About Last Week
1. ECB – When Doves Talk It appears likely that the U.S. Federal reserve will increase the Fed Funds rate for the first time in almost a decade at their forthcoming December meeting. This has led to...
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