The Geopolitics Of Cross-Border CBDCs (State Street)
We examine the cross-border element of the CBDC design – and its geopolitical implications.
Debt and Credit Outlook
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Outlook 2024: Targeting Opportunities (Allianz Global Investors)
A new investment environment is emerging with opportunities that may not have existed in years. Uncertainty…
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Immaculate Disinflation? (BNP Paribas AM)
Data published this week in the U.S. and eurozone suggests inflation may now be on a steady, downward glide path.…
The Bond Market Is Making Its Second Mistake Of The Year (Refinitiv)
During the first half of 2023, the U.S. 10 year nominal bond yield averaged just 3.63%, with the 30 year benchmark…
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