Paul O’Connor, Head of the UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.
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Back in the International Monetary Fund’s embrace, Egypt has no option but to advance structural reforms if it wants to avoid liquidity strains morphing into solvency concerns.
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Silicon Valley Bank’s misfortunes, in our view, are not indicative of a systemic issue with the U.S. banking system.
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Does an economic soft or hard landing matter for investment grade bonds?