The JPY Carry Trade: What’s Next? (Amundi)
Discover what's next for the JPY carry trade as US data weakness and unexpected BoJ moves shake markets. Analyze…
Debt and Credit Outlook
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Cross Asset Investment Strategy - September 2024 (Amundi)
The Yen carry trade is being unwound sharply due to weak US data and a hawkish surprise from the BoJ, with the Yen…
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Another Cautious ECB Cut Amidst Uneasy Stability (PGIM Fixed Income)
The ECB unanimously cut its main policy rate to 3.5% at its September policy meeting, and we anticipate a gradual…
The Real Issue on Rate Cuts? Keep Your Eyes on the Dot Plot (Wellington Management)
Keep your eyes on the Fed's 2025 dot plot. The real story is where policy rates are headed, not just the next rate…
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