After the release of tepid consumer spending and business equipment figures for May, this week will be important in helping us gauge the prospects of the US economy, with the latest Fed minutes released on Thursday and US payroll figures a day later. The minutes should reflect our belief that the economy is in good […]
The week gone by saw some good news in Europe in the form of a debt relief agreement for Greece that ends eight years of bailouts and gives that country some measure of spending flexibility. The agreement sparked an encouraging rally in Greek equities and bonds. The latest flash purchasing managers’ index (PMI) figures also […]
Last week was eventful, with Italian bond spreads rising sharply on the threat of fresh elections and then partially recovering when a government was eventually formed. We do not think that the crisis engulfing Italy has ended. After the summer, the new populist government’s unfunded fiscal plans could put Italian bond yields under renewed pressure. […]
here and you will be redirected to our Group
website, where you will find some of our content.
For more information about our website data protection policy, please click on the following link:
of cookies for the above purposes.