Our 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 2-yr. note yield again. Investors have flocked to short-end US government paper as bank wobbles hit sentiment. We expect this to reverse though and for yields to back up to 4.5% and 5% again. Our Review section looks at recent hits to investor sentiment and the big swings in short-term yields. To read more please subscribe.
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See AllOur investment monthly for December 2023 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. We kept our asset allocation unchanged, but noted the rall
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at defence companies again. The iShares ITA ETF has made new highs, while in the
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at Italian bond yields that have been falling - more ahead? Our Review section l
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