CIO Archive

Results: 169 Matches

12-Jul-24 Currencies

Yen to dollar at its weakest level since 1986

Short-term we see only a small chance of a sustainable countermove

Central banks, Interest rates
09-Jan-25 Blog

Why the confirmation hearings may be important to markets | Frank Kelly

By: Francis (Frank) J. Kelly

Trump's cabinet picks get their confirmation hearings next week – But will they tell markets anything on policy?

Politics
08-Mar-24 Americas

When not to fuss over wage growth

Recent strong wage growth among lowly paid, young job switchers may reflect them moving into potentially more productive jobs. Such gains need not be inflationary.

Americas
29-Nov-24 Chart of the week

What now for record U.S. money market funds?

Even after the Fed's first rate cut, the momentum of cash inflows remains high 

Americas, Central banks, Europe, Equities, Fixed Income, Alternatives
17-Jan-25 Chart of the week

What do falling Chinese yields tell us?

The bond market sees the convergence of Chinese and Japanese yields as a warning of potential 'Japanization' in China

Fixed Income, Inflation
27-Mar-24 CIO Special

Value vs. Growth

By: Björn Jesch

Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?

Macro, Equities
20-Mar-23 CIO Flash

UBS to take over Credit Suisse

Immediate concerns alleviated, new concerns arise

Inflation, Macro, Fixed Income
08-May-24 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Why the Fed will cut rates – sooner or maybe later.

Macro
17-May-23 Central banks

U.S. Economic Outlook

By: Christian Scherrmann

Slowing down the U.S. Economy

Central banks, Macro
03-Mar-23 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Labor market tightness and its implications for monetary policy

Macro
17-Sep-24 Macro

U.S Economic Outlook

By: Christian Scherrmann

Time has come to engineer that soft landing.

Macro
24-Jan-25 Chart of the week

U.K. Gilts in PAIN

Yields on U.K. sovereign bonds have surged to levels not seen since the Great Financial Crisis and the Sterling too is struggling

Fixed Income, Inflation, Americas, Central banks
28-Jun-24 Macro

Two years of yield curve inversion in the U.S.

Recession looks likely to be avoided this time

Macro
13-Dec-24 Chart of the week

Transformative European alternatives

Alternative assets in general, and European infrastructure in particular, may help returns and diversification potential to an investor’s asset portfolio and support European Transformation.

ESG, Europe
29-Nov-24 Focus Topic

Trading blows

Trade conflicts are likely to prove a defining feature of the next Trump presidency

Elections, Americas
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