Strong economic data continued to come through in the final quarter of 2024, which had the impact of driving spreads tighter ...

Strong economic data continued to come through in the final quarter of 2024, which had the impact of driving spreads tighter ...

In the US, focus will be on the release of March CPI. The US is expected to report a slowdown in inflation, with consensus ...

The stock market fell significantly after President Trump announced widespread tariffs on April 2. The so-called “Liberation ...

Will a recession hit in 2025? Explore expert forecasts, economic indicators, and potential impacts. Stay informed and prepare ...

U.S. Treasury yields dipped on Thursday, after a solid 10-year note auction and pause in some trade tariffs on Wednesday ...

Consumer confidence numbers crashed to 92.9 for March 2024, hitting lows not seen since early 2021. Over half of consumers ...

Using a LRAS diagram explain the impact of Japan’s falling productivity and ageing population may impact the long term growth in Japan. (4 marks) Using a foreign exchange market diagram, explain how ...

In the wake of President Donald Trump’s tariff rollout last week, trillions of dollars have been erased from stock markets, ...

So in today’s letter we look at the paradigmatic accompaniment to US stocks: US Treasuries. If stocks are not cheap in the wake of the tariff explosion (as I argued yesterday), how do Treasuries look?

The EFF believes the incumbent fiscal framework entrenches crises ranging from fiscal consolidation, rising debt-service ...