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Large US household balance sheets pose macro risks

Location:

UNITED STATES

An examination of the factors behind the expansion indicates that outsized balance sheets will persist and will pose a number of macroeconomic risks.

Negative euro-area bond yield universe will expand

Location:

EURO-AREA

The euro-area government bonds outlook in the wake of the ECB's QE.

Low inflation dilemma deepens for central banks

Location:

INTERNATIONAL

Review of central bankers' annual Jackson Hole retreat.

Bond and stock trends diverge on 2024 outlook

Location:

INTERNATIONAL

This is driving a rally in government bonds and equities. However, labour markets remain tight, fuelling wage growth and keeping services inflation above central banks’ 2…

Politics will drive growth in trade de-dollarisation

Location:

INTERNATIONAL

A move away from the US dollar is gaining momentum, driven by the West’s use of economic sanctions, high levels of sovereign debt and a desire to de-link monetary policy from the…

Equity markets are more vulnerable than bond markets

Location:

INT

The scope for looser policy remains uncertain given persistent inflationary pressures and the strength of the US labour market, while financial conditions are easier than when the…

Central banks and traders' views on rates to clash

Location:

INTERNATIONAL

The main western central banks -- the Federal Reserve (Fed), the ECB and the Bank of England (BoE) -- have all stated clearly that it is too early to declare victory against…

Interest rate uncertainty keeps pressure on US bonds

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INTERNATIONAL

The Fed and ECB seem set to diverge, with the latter expected to cut rates in June. There is a rising prospect, bolstered by the resilient US labour market and Middle East…

ECB's QE will buoy EM bond markets

Location:

INTERNATIONAL

Opposite forces are shaping investor sentiment towards EM assets.

Fed move boosts tight Latin American monetary policy

Location:

LATIN AMERICA

The impact of US monetary policy tightening.