For Institutional Investors in the US
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eCNY: Slow Burn to Rapid Acceleration?
How the People’s Bank of China’s e-CNY has the potential to rapidly reshape the payments industry.
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Investors would be well-served by following the Federal Reserve’s lead in basing decisions on incoming data.
From the JHI Global Media Conference: A look at the key risks for equity and fixed income markets through the end of 2021.
From the JHI Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.
A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
A discussion on the impact of rising rates on traditional asset classes and trend-following strategies.
On the challenges of forecasting interest rates in uncertain markets.
Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.
Even with an update to its interest rate projections that is perhaps overdue, the Fed can still afford to be patient.
Pondering the question of who is putting money into long-duration bonds at today’s ultra-low rates.
Head of U.S. Fixed Income Greg Wilensky shares his thoughts on today’s employment report and why it doesn’t change our long-term outlook.
A recap and discussion of three significant economic events from the past 24 hours.
Dissecting the reflation narrative as we head into the spring/summer inflation surge and vaccine-driven reopenings of 2021.