Swap Spreads: Analysis, Challenges and Outlook (Amundi)
How can investors interpret the growing volatility of swap spreads and their structural distortions?
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Understanding Tariffs in Five Charts (Capital Group)
Capital Group economists break down what investors need to know about tariffs and the implications they could have…
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Fund-Level FX Hedging Redux (ESRB)
Over the past decade, European investment funds have substantially increased their investment in dollar-…
Covered Interest Parity in Emerging Markets (IMF)
We study the behavior of Covered Interest Parity (CIP) deviations – aka the CIP basis - in Emerging Markets (EM).…
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