Insights
2024 Sustainability Report
Other Insights
Breakdown in TIPS Break-evens Increases Probability of Fed Cut of 50 in October
The weakness in manufacturing and non-manufacturing ISM has set the tone for the start of October and the tone is risk-off, yet getting lost in the news cycle about ISM is the break-down in inflation expectations as measured by the market for Treasury Inflation Protected Securities (TIPS).
Learn more Breakdown in TIPS Break-evens Increases Probability of Fed Cut of 50 in October
Central Bank September Roundup
We discuss the major actions – or lack thereof – taken in September by three of the world’s most important banks.
TIPS Market to Fed: Pull Yourself Together, Ease More, Signal Dovish, No Feet Dragging
The Fed is not easing fast enough, or signalling a willingness to ease more aggressively.
Learn more TIPS Market to Fed: Pull Yourself Together, Ease More, Signal Dovish, No Feet Dragging
Jobless Claims + Trade Talks = Risk-on
We believe news of renewed talks between the US and China were an important catalyst for a risk-on tone in markets today.
Spotlight on Women: A Conversation with Judy Wesalo Temel
Spotlight on Women: A Conversation with Judy Wesalo Temel, Senior Vice President, Director of Credit Research, Fixed Income and her start in public finance, the growth of ESG , and her outlook on the changing credit landscape.
Learn more Spotlight on Women: A Conversation with Judy Wesalo Temel
Strategy Commentaries
Please note that strategy commentaries can now be found on their respective strategy pages under Documents.
Equity strategies
Fixed Income strategies