Fixed Income Boutique FIB Tribune | Read | 3 min May 24 2022 by Yann Lepape Ludovic Colin Daniel Karnaus Carlos de Sousa Slowdown in US real estate could herald Fed peak hawkishness 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. Read more
Fixed Income Boutique FIB Tribune | Read | 3 min May 17 2022 by Yann Lepape Ludovic Colin Daniel Karnaus Carlos de Sousa Historically wide spreads make euro financials an enticing proposition 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. Read more
Fixed Income Boutique FIB Tribune | Read | 3 min May 10 2022 by Yann Lepape Ludovic Colin Daniel Karnaus Carlos de Sousa Central banks are in a fighting mood 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. Read more
Fixed Income Boutique FIB Tribune | Read | 2 min May 03 2022 by Yann Lepape Ludovic Colin Daniel Karnaus Carlos de Sousa Institutional investors stay committed to EM bonds, but not the retail 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. Read more
Fixed Income Boutique FIB Tribune | Read | 3 min Apr 19 2022 by Yann Lepape Ludovic Colin Daniel Karnaus Carlos de Sousa Healthy balance sheets and low defaults still favor spreads 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. Read more
Fixed Income Boutique FIB Tribune | Read | 3 min Apr 12 2022 by Yann Lepape Ludovic Colin Daniel Karnaus Carlos de Sousa Aggressive Fed tightening announced, despite PMI shocks 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 Read more
Fixed Income Boutique FIB Tribune | Read | 2 min Apr 05 2022 by Yann Lepape Ludovic Colin Daniel Karnaus Carlos de Sousa The cycle and the spreads: 5th April 2022 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. Read more
Fixed Income Boutique FIB Tribune | Read | 2 min Mar 29 2022 by Yann Lepape Ludovic Colin Daniel Karnaus Carlos de Sousa The cycle and the spreads: 29th March 2022 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. Read more
Fixed Income Boutique FIB Tribune | Read | 3 min Mar 22 2022 by Yann Lepape Ludovic Colin Daniel Karnaus Carlos de Sousa The cycle and the spreads: 22nd March 2022 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. Read more
Fixed Income Boutique FIB Tribune | Read | 3 min Mar 16 2022 by Yann Lepape Ludovic Colin Daniel Karnaus Carlos de Sousa The cycle and the spreads: 15th March 2022 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. Read more