China stocks rally on stamp duty cut
The Ministry of Finance on Sunday said it would halve the stamp duty charged on A-share stock trades to 0.05%,...
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Investors shift back and forth on Fed
On Thursday, the S&P 500 fell 1.4% after weekly data on jobless claims pointed to continued strength in the labor...
Why should I buy bonds now?
Rates on cash have exceeded bonds, as central banks tackle inflation through monetary tightening.Rate hiking cycles across major economies have...
Can the dollar’s rebound last?
But we think the US dollar's rebound will be short-lived given expensive valuation, a twin US deficit, and a likely...
Rising long-term yields reflect a more optimistic secular outlook
For context, the Fed’s current estimate of the neutral rate is 2.5%. This rise in the 30-year yield and market-implied...
Fixed income credit: What we are watching
Risk assets, particularly high yield corporate bonds (HY) and senior loans, have enjoyed an outstanding year so far. In the...
Favor select bonds over equities in the US banking sector
Moody’s downgraded 10 small- and midsize lenders, placed six banks on a review for possible downgrade, and changed the credit...
Investing in infrastructure – why, where, how?
Tighter-for-longer monetary policy would likely lead to progressive slowing in developed market activity, with US GDP growth coming in around...
US dollar to come under further pressure
We recently brought forward our forecasts for USD weakness, and now expect a steeper depreciation. We believe the greenback will...
Washington Weekly: Bank hearings begin
Senior officials from the Federal Reserve, FDIC and the Treasury testified at each. The hearings featured competing narratives on the...
