
Italy and the repricing of European government debt
The yield spread between 10yr BTPs and Bunds widened 114bp in May Populist and anti-EU politics were the catalyst for this repricing of…
Read MoreThe yield spread between 10yr BTPs and Bunds widened 114bp in May Populist and anti-EU politics were the catalyst for this repricing of…
Read MoreUK productivity – output/hour has risen 1.5% in a decade UK unemployment, at 4.2%, is the lowest since April 1975 UK real-wages have risen…
Read MoreThe Federal Reserve continue to raise rates as S&P earnings beat estimates The ECB and BoJ maintain QE Globally, corporations rely on US$ financing,…
Read MoreInflationary fears are growing and US rates continue to rise Employment has become more flexible since the crisis of 2008/2009 Commodity prices have risen…
Read MoreThe Federal Reserve continues to tighten and other Central Banks will follow The BIS expects stocks to lose their lustre and bond yields to…
Read MoreIn the long run stocks outperform bonds For a decade stocks, bonds and real estate have risen in tandem The risk of a substantial…
Read MoreRising interest rates and inflation are spooking financial markets Unemployment data suggests that labour markets are tight Central Banks will have to respond to…
Read MoreUS bond yields have risen from historic lows, they should rise further, they may not The Federal Reserve is beginning to reduce its balance…
Read MoreGlobal residential real estate prices continue to rise but momentum is slowing Prices in Russia continue to fall but Australian house prices look set…
Read MoreRising commodity prices, including oil, are feeding through to PPI Unemployment data suggests wages may begin to rise faster Federal Reserve tightening will continue,…
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