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18 August 2026
Fixed income
In Credit Weekly Snapshot – A little less conversation
The US July jobs report had plenty to say – little of it good. The economy shed 23,000 jobs versus consensus expectations for an 80,000 gain. Rates markets reacted swiftly, trimming expectations for future rate rises.
11 August 2026
Fixed income
Head of EMEA Client Portfolio Manager team, Fixed Income
Central banks face a global reserves paradox
Reserves are growing, but so is the reluctance to use them.
27 July 2026
Multi-Asset
Senior Economist, Multi-Asset Solutions team
Market Perspectives: Tipping point?
The coming week may turn out to be a tipping point for markets over the summer, as investors assess key developments in monetary policy, corporate earnings and geopolitics.