Macro views

Life after lockdown: what’s next for markets?

Steven Bell Webinar – 30 July 2020
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Macro views

Macro Update - 10 August 2020

Vaccine to bail out the bulls
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Macro views

Macro Update - 3 August 2020

There’s been a subtle but significant shift in the pattern of virus data in the last week or two - and it’s not good news.
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10 min read

Live your best life

Our 2020 fixed income outlook: Near term, the environment is reasonable, but markets living their best...

10 min read

Did the Fed just go Minority Report?

The Federal Reserve recently cut the Fed Funds rate in an effort to pre-empt negative outcomes

15 min read

What if the Joneses are fiscally responsible neighbors?

The move higher in rates in 2018 has impacted bond markets directly, as is to be expected

14 min read

Bond Avengers: QE infinity war

In the second quarter, Avengers: Infinity War became the fastest film to gross a billion dollars.

14 min read

A bond bear market? Bring it on!

It is completely accurate to observe that rates have fallen precipitously from the early 1980s

20 min read

2018 outlook: Something’s gotta give

Bitcoin has been around for close to a decade, but it attracted significant attention at the end of 2017

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