Markets and economics

CIO spring update: Stress test
Markets and economics

CIO spring update: Stress test

The removal of stimulus is proving to be a global stress test for markets, with far-reaching...

By Sonja Laud

26 May 2023

3 min read

The US debt ceiling and the rise of partisan politics
Christopher Jeffery
Markets and economics

The US debt ceiling and the rise of partisan politics

As the US debt ceiling deadline approaches, and with a house so divided, we believe payment...
By Christopher Jeffery
24 May 2023
3 min read
Podcast: FAANGs and football pitches – Market Talk
LGIM
Markets and economics

Podcast: FAANGs and football pitches – Market Talk

Against a backdrop of somewhat quieter markets we ask what's behind the rise of US technology...
By LGIM
24 May 2023
1 min read
Dividing the cake: can you hear the price-wage echo?
James Carrick
Economics

Dividing the cake: can you hear the price-wage echo?

Firms and workers are fighting over a bigger share of the cake. The problem is the cake is too bi...
By James Carrick
23 May 2023
3 min read
USA: Still on track for recession?
Economics

USA: Still on track for recession?

We are approaching the point we have been expecting a US recession to begin. While so far this ha...

By Tim Drayson

16 May 2023

3 min read

A high yield swallow: the first signs of reopening?
Martin Reeves
Fixed income

A high yield swallow: the first signs of reopening?

With the global high yield market showing initial signs of a return to some level of issuance,...
By Martin Reeves
15 May 2023
3 min read
What's going on with the Norwegian krone?
Willem Klijnstra
Currency

What's going on with the Norwegian krone?

Moves in the Norwegian currency's value provide a timely reminder that traditional credit analysi...
By Willem Klijnstra
11 May 2023
2 min read
Podcast: Should central banks still be hiking?
LGIM
Markets and economics

Podcast: Should central banks still be hiking?

In a busy week for financial news we discuss central bank actions, China's post-COVID recovery an...
By LGIM
04 May 2023
1 min read