Rates & Equity market tough relationship

Navigating the Bond Market in 2025: A Year of Transformation and Challenges

A hawkish cut

2025 forecasts by the Street

From Euphoria to Caution: Markets at a Crossroad

Bond market is not excited as equities

On the brink of Goldilocks: resilient growth, rising yields and policy puzzles

Market reshaping after Fed comments

US rates expectations & China shock

Global Economic shift: Central Banks' easing spark a market rally, with China joining the race: Analysing the effects on global markets and economic outlook

This cut was a "recalibration": Fed cut rates by 50bps and sees a soft landing scenario

Market capitulation? July left us worrying signals: The ripple effects of political unrest and disappointing tech earnings

Tech tumble: Nasdaq's biggest drop since 2022: From Magnificent 7 to Maleficent: US$ 2tn wiped out in 10 days

Fed's cautious approach and a market wrap-up: Powell's policy updates, inflation concerns, and market reactions

Uncertainty and politic risks, but market still resilient: Biden vs Trump heats up, France fighting for a change but markets are holding

Equity markets rise is defying concerns: S&P 500 keeps going up, while Europe saw some weakness due to politics risks

Fed can't cut yet - putting pieces together: Inflation is cooling down, but Powell is not satisfied with a single data reading

A hawkish cut: the ECB has not started a cutting cycle (yet): The real surprise was the inflation projections revision

Persisting inflation and AI hype shape investor sentiment: May focused on tech gains, commodities surge, inflation worries and central banks moves

A market rollercoaster: A look at past month, conditioned by Fed’s tightrope walk amid economic uncertainties

The inflation fear is back: Markets reaction after CPI data

A look at this bullish run: Market Momentum and Economic Outlook: Analysis of Market Trends, Economic Challenges, and Credit Dynamics in Q1 2024

Are we at the top?: Market reached ATH. Will it go down from now on?

Short volatility ETFs impacting VIX : Billions pour into ETFs selling options in huge bet on stock calm

Fixed Income Monthly Report - March 2024: Preview of our monthly publication with macro themes and single bond ideas