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The Carousel of Confusion

What’s more, if you’d taken a 12 month sabbatical through 2023, spent on a desert island listening to the Smiths and the Velvet Underground, then upon firing up your Bloomberg on New Year’s Day, what would be most surprising of all, is that none of this uncertainty is visible in markets.

David Knee
M&G Investments,  Bond Vigilantes, 11 January 2024

An overview and summary of market outlooks from leading financial institutions

Every year, the largest banks, asset managers and consulting firms publish their economic and market outlooks for the following year, highlighting key topics, trends, opportunities and areas of concerns. For the first time, we have used ChatGPT to skim-read through and summarize 48 of these outlook presentations and built a database, containing the various opinions expressed in the the areas that are traditionally of interest to our clients and us.

Amadeus Capital, January 5, 2024

Growing pains – but do we already have the solution?

Demographic changes are set to have a significant impact on the world economy in the coming decades, as we have discussed on a number of occasions.

Jack Ridge
M&G Investments,  Bond Vigilantes, 24 November 2023

Japan Market Outlook

Economic momentum and growth supportive policies underpin Japan’s renaissance

Aadish Kumar, International Economist
T. Rowe Price,  December 2023

The Debt Reaper

Governments have traditionally argued that as long as debt remains manageable and serviceable without difficulty, there’s little cause for concern. While this notion holds some truth, the reality is that recent growth has largely been fueled by an insurmountable increase in debt.

Robert Burrows
M&G Investments,  Bond Vigilantes, 14 November 2023

The Inflation Battle May Not Be Over

An uptick in some prices could mean higher rates for longer

Tim Murray Capital Markets Strategist, Multi‑Asset Division
T. Rowe Price,  October 2023

One for the road.

Has the ECB just delivered its final rate hike of the cycle?

Wolfgang Bauer
M&G Investments,  Bond Vigilantes,15 September 2023

Emerging Markets—Dancing to Their Own Beat

Central banks set to kick off easing cycles as inflation cools

Chris Kushlis
T. Rowe Price,  September 2023

The Rising Cost of Capital: Bond Implication

Time to rethink fixed income portfolio

Arif Husain, Head of International Fixed Income
T. Rowe Price,  August 2023

Curvevolution – the fight against inversion

An inverted yield curve refers to a situation in which short-term interest rates are higher than long-term interest rates for government bonds of the same credit quality. Inversion is considered unusual because, under normal circumstances, longer-term bonds tend to have higher yields than shorter-term bonds.

Robert Burrows
M&G Investments,  Bond Vigilantes, 12 July 2023
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