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US Tariffs: What is the Market Reaction?
Donald Trump has just surprised the market with historic new tariffs.
Apr 2, 2025
A Massive Decoupling of U.S. and Eurozone Interest Rates
Expectations of US short rates to 2026 have risen from 2.75% to 3.50%. A considerable shock.
Nov 12, 2024
Rates fall, but rates rise
The FED has chosen to "hit hard" with a 50-basis points rate cut.
Sep 18, 2024
Lower central bank rates will not necessarily lead to lower long-term swap rates
Lower central bank rates will not necessarily lead to lower long-term swap rates
Aug 29, 2024