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Friday 9 June 2023

Tag: macro & politics

New M&G YouGov survey: there’s very low support in Europe for sovereign bailouts

By Jim Leaviss

16 September 2015

A message to Brazilian tourists: stop travelling abroad and help your country

By Claudia Calich

29 July 2015

Long US Treasury bonds are overvalued by 250 bps. Discuss.

By Jim Leaviss

9 January 2015

Emerging Market debt: 2014 returns post-mortem and 2015 outlook

By Claudia Calich

7 January 2015

EM Asia corporate bonds have outperformed in recent sell-off

After the December rout, where is the value in EM corporates?

By Charles de Quinsonas

6 January 2015

Playing Russian roulette

By Claudia Calich

30 April 2014

The power of duration: a contemporary example

By Matthew Russell

4 April 2014

Japan hikes consumption tax in April – will retail sales spike in March, only ..

Japan hikes consumption tax in April – will retail sales spike in March, only to collapse afterwards?

By Jim Leaviss

4 March 2014

China’s investment/GDP ratio soars to a totally unsustainable 54.4%. Be afraid.

By Mike Riddell

24 January 2014

EM debt funds hit by record daily outflow – is this a tremor, or is this &..

EM debt funds hit by record daily outflow – is this a tremor, or is this ‘The Big One’?

By Mike Riddell

27 June 2013

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Tag: macro & politics

New M&G YouGov survey: there’s very low support in Europe for sovereign bailouts

By Jim Leaviss

A message to Brazilian tourists: stop travelling abroad and help your country

By Claudia Calich

Long US Treasury bonds are overvalued by 250 bps. Discuss.

By Jim Leaviss

Emerging Market debt: 2014 returns post-mortem and 2015 outlook

By Claudia Calich

After the December rout, where is the value in EM corporates?

By Charles de Quinsonas

Playing Russian roulette

By Claudia Calich

The power of duration: a contemporary example

By Matthew Russell

Japan hikes consumption tax in April – will retail sales spike in March, only to collapse afterwards?

By Jim Leaviss

China’s investment/GDP ratio soars to a totally unsustainable 54.4%. Be afraid.

By Mike Riddell

EM debt funds hit by record daily outflow – is this a tremor, or is this ‘The Big One’?

By Mike Riddell

Tag: macro & politics

By Jim Leaviss

By Claudia Calich

By Jim Leaviss

By Claudia Calich

By Charles de Quinsonas

By Claudia Calich

By Matthew Russell

By Jim Leaviss

By Mike Riddell

By Mike Riddell

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