Central banks are expected to keep the door open for a few more rate hikes in 2023. We look for the Fed, and other major central banks, to pause their rate hike cycle next year, but probably not pivot to lower rates for some time. The BoJ is seen as starting to withdraw their stimulus as the expanded trading band for JGB yields (+/- 50 bp from zero) suggests. To read more please subscribe.
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See AllOur round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the US January employment report. The 517K nonfarm payrolls figure was strong,
Our investment monthly for February 2023 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we changed our asset allocation weights to Eur
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at US rates through the implied futures money market futures. The Fed, ECB and Bo
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