Macro Regimes and Market Structure
Falling foreign holdings and rising borrowing costs pose new challenges for US Treasuries, highlighting geopolitical and financial risks amid shifting global investor confidence. The…
The yen’s recent volatility, driven by official signals and market speculation, has heightened fears of…
Stichting Pensioenfonds ABP and other major northern European pension funds are reducing US Treasury exposure,…
Skandia warns that Colombia’s macroeconomic environment in 2026 will be driven by persistently high interest…
Citadel’s chief executive warns that rising US deficits and market tensions in Japan highlight risks…
The Federal Reserve is expected to maintain its current policy stance this week, amid internal…
Official figures show inflation accelerating at the end of 2025, increasing the likelihood of an…
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