Global Research Unlocked

Global Rates & FX Views: Global bond selloff & credit impact

Global bond markets are experiencing a significant selloff driven primarily by a surge in term premium rather than central bank policy expectations. While investors view fiscal consolidation as the most credible path to stabilizing long-end rates, such policy shifts remain elusive in the current political environment. ...

Must Read Research: AI + Quantum: The Ultimate Power Couple?

Post NFP Takeaways: Econ, Rates, FX

There’s space for traditional wireless too; LEO can coexist with terrestrial networks

Signals & Noise: Earnings Over Elections

Novel now, big scale shortly; AV speed reinforced by Bay Area trip

Must Read Research: Rates, Crops, Korea, and Prediction Markets

Global Rates & FX Views: Rates and inflation

Consumers resilient but many retail stocks are on the sale rack

Must Read Research: Fed Hiking Cycle; Brazil Optimism; Australia’s AI Boom; AV Commercialization

Global Rates & FX Views: The great central bank review

Signals & Noise: When Income Became an Outcome

Must Read Research: Walmart & Ads; Quantum, Computing Power Trading; Lodging Demand

Signals & Noise: Four Themes Driving Emerging Markets

Signals & Noise: AI Exposure, Less Volatility? Enter Converts

Global Rates & FX Views: CPI, Fed, & buyback implications

Global Rates & FX Views: NFP: what it means for US rates & USD

Shaky ‘26 for alt asset manager stocks, but steady asset inflows

Must Read Research: Fund Manager Survey; Our New AI Tracker; Gold’s Rally and K-shape Convergence

Must Read Research: AI Financing, Convertibles, AI and Labor, Australian LNGs