Time for an intervention (FTSE Russell)
Japan and the U.S. engaged in a co-ordinated intervention in the currency markets causing a 5-standard deviation…
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Yen Intervention: Treasury Market Was the Real Target (Andersen Institute)
Digging deeper, the story appears to be about growing anxiety about rising U.S. treasury yields and the risks of…
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Fixed Income Insights - July 2026 (FTSE Russell)
Government bond yields fell modestly in Q2 with oil prices falling. However, rate hikes from the ECB and BoJ, as…
Global Equity Outlook: A Tale of Two Markets (BNP Paribas AM)
The U.S. continues to outpace other major economies, driven largely by massive capital expenditure in AI and solid…
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Auto credit, circumventing tariffs, and manufacturingExplore this selection of high-quality…