Macro Strategy: A Mixed Bag
Fiscal Front Loading will support the consumption growth outlook in 1Q24, with large spending in the final weeks of 2023 as well.
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BRIDS Monthly Update Economic & Fixed Income Research January 2024
The bond market exhibited relatively high volatility in January. The yield on US Treasury experienced an upward trend, climbing from 3.88% at the...
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Macro Strategy - Dissecting the Optics
A surge in Fiscal Operations toward year-end has led to better system liquidity – with further support from front loading spending in 1Q24.
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Bull Steepening Watch – Is Lower Yields Really What Risk Assets Want?
Let’s run through each asset class to see where to put your eggs if a bull-steepening of the yield curve continues into 2024.
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Macro Strategy: Anticipation of Accelerated Rate Cuts
Key central banks will hold crucial monetary policy meetings in the 2nd week of Dec with the FOMC meeting as the primary focus of attention.
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