Macroeconomics

Following higher than expected inflation data in the UK, Gordon Shannon looks at the knock on effects within the Gilt market and the increased pressure on the Bank of England.

Yesterday’s CPI Report from the Fed gave reasons for optimism. Read Felipe Villarroel’s analysis of the report and what it could mean for the Fed’s uncomfortably long battle against inflation.

Following the publication of the Senior Loan Officer Opinion Survey, Felipe Villarroel highlights what caught our attention in the report and if it signals further tightening of financial conditions.

Is the end of rate hikes near for the US? Concerns over regional banks and a weakening labour market are raising questions about the Fed's next move.

TwentyFour AM portfolio manager Jack Daley discusses Q4 performance for Investment Grade markets and provides his outlook for 2023.

TwentyFour Partner and Portfolio Manager, Douglas Charleston, describes the developments of the ABS market in Q4 2022.

A member of our Multi-Sector Bond team discusses recent market developments in Q4 2022 and provides his outlook for the year ahead.

In our annual ‘Rodney Blog’, Eoin Walsh says that with rates now offering both yield and downside mitigation, and credit yields at near-decade highs, fixed income investors could enjoy strong returns in 2023

Following Chairman Powell’s speech last night, George Curtis looks at what the latest labour market data means for the Fed’s war on inflation.

With a US inflation print finally coming in below expectations, can investors start to picture decent returns again? Or will this latest relief rally prove another false dawn?

While central banks remain committed to battling inflation with big rate hikes, George Curtis detects a clear change in tone which has seen market expectations of terminal rates tumble in recent days.

George Curtis looks at market conditions in the third quarter of 2022 and his expectations for the rest of the year.