spaines

Visión de mercado

Central bank watcher: Different worlds
Central bank watcher: Different worlds
Not all global policymakers are in a rush to remove the punch bowl.
20-12-2021 | Visión
Fixed income outlook: Pricing sigma
Fixed income outlook: Pricing sigma
We note several multiple sigma events across fixed income markets.
30-11-2021 | Perspectiva trimestral
Central banks' post-pandemic playbook
Central banks' post-pandemic playbook
Central banks have thrown the proverbial kitchen sink at their fight to mitigate the economic impact of Covid-19.
20-10-2021 | Perspectiva a 5 años
Fixed income outlook: Tunnel vision
Fixed income outlook: Tunnel vision
There is plenty of evidence of herding and groupthink.
14-09-2021 | Perspectiva trimestral
Fixed income outlook: Inflation hyperventilation
Fixed income outlook: Inflation hyperventilation
Heading into H2, we still find plenty to disagree with in the prevailing market consensus.
15-06-2021 | Perspectiva trimestral
Fixed income outlook: Coming to America
Fixed income outlook: Coming to America
Several things are coming to America.
23-03-2021 | Perspectiva trimestral
Interest rates – don’t be so negative
Interest rates – don’t be so negative
How fashionable will negative interest rates be in five years’ time?
26-10-2020 | Perspectiva a 5 años