The cycle and the spreads

Head of Macro Strategy Platform Yann Lepape and his team give their latest views on Fed peak hawkishness, how the Chinese zero-Covid policy is affecting the rest of Asia and the UK’s battle against multidecade high inflation.

Head of Macro Strategy Platform Yann Lepape and his team give their latest views on a week of inflation data, opportunities in Europe and some detail on EM sovereign defaults.

Head of Macro Strategy Platform Yann Lepape and his team give their latest views on the market, focusing on an aggressive Fed, the US labor market and the opportunities available in EM spreads.

Head of Macro Strategy Platform Yann Lepape and his team give their latest views on the market, focusing on corporate fundamentals and fund flows in April.

Head of Macro Strategy Platform Yann Lepape and his team give their latest views on the market, focusing on the pressures consumers are facing and the possible ramifications for high-yield and investment-grade bonds.

Head of Macro Strategy Platform Yann Lepape and his team give their latest views on the market, focusing on global inflation, quantitative tightening in the US, and rate hikes in Latin America

Head of Macro Strategy Platform Yann Lepape and his team give their latest views on the market, focusing on the US labor market, Germany, and oil.

Head of Macro Strategy Platform Yann Lepape and his team give their latest views on the market, focusing on the resurgence of Covid in China, the US housing market, and the normalization of high-yield spreads.

Head of Macro Strategy Platform Yann Lepape and his team give their latest views on the market, focusing on confidence surveys and potential winners and losers in emerging markets fixed income.

Head of Macro Strategy Platform Yann Lepape and his team give their latest views on the market, focusing on central banks, the surge in commodities, and the widening of corporate bond spreads.