Markets and economics
Markets and economics
Pervasive gloom: just how bad is the US outlook?
Consumer confidence is falling and market jitters around recession risks have increased. But at...
30 Jun 2022
3 min read
During a testing period for non-core European credit, we explore if now heralds the return of...
Recent action by key central banks has come in more hawkish than anticipated. What does this mean...
We dissect the current bout of market volatility, which presents both risks and opportunities for...
Markets and economics
Back to the future for emerging markets
The economic gains of emerging markets (EMs) seen in the noughties continue to inflate growth...
09 Jun 2022
2 min read
China is crucial to both global consumption and production. What implications could the latest wa...
Following the dismal year-to-date performance of the US equity market, we consider whether...
2022 has been a turbulent year for credit markets. Have spreads now widened to the point where...
