Markets and economics

Chart of the month: The roulette of rate cuts
Markets and economics

Chart of the month: The roulette of rate cuts

What is the options market saying about the probability of the Fed not cutting rates this year?

By Christopher Jeffery

06 Mar 2024

1 min read

All quarters are equal, but some are more equal than others
Christopher Jeffery
Markets and economics

All quarters are equal, but some are more equal than others

What do Nobel Prize-winning physicist Niels Bohr and baseball player Yogi Berra have in common?...
By Christopher Jeffery
28 Feb 2024
2 min read
Will the rates rally continue?
Christopher Jeffery
Fixed income

Will the rates rally continue?

Global government bonds delivered modestly positive returns in 2023 after two consecutive down...
By Christopher Jeffery
26 Feb 2024
2 min read
Podcast: Corporate America, China stimulus and cricket – Market Talk
LGIM
Markets and economics

Podcast: Corporate America, China stimulus and cricket – Market Talk

Given a slew of decent US corporate results, Ben Bennett, Investment Strategist, APAC, wonders if...
By LGIM
22 Feb 2024
1 min read
Look for the signs
Fixed income

Look for the signs

A significant increase in debt issuance, and therefore the growth of a particular sector, can oft...

By Marc RoversConnor Olvany

20 Feb 2024

3 min read

Pinning the tail on the donkey
Tim Drayson
Economics

Pinning the tail on the donkey

The output gap is one of the most important concepts for macro investors. Unfortunately, it is ve...
By Tim Drayson
19 Feb 2024
3 min read
Podcast: Fixed income in focus
Fixed income

Podcast: Fixed income in focus

In the first of our new series of active fixed income podcasts on LGIM Talks, we chat to Mat Rees...
By LGIMActive Fixed Income
16 Feb 2024
1 min read
The year of the vote
Matthew Rodger
Markets and economics

The year of the vote

The year ahead brings elections for roughly two-fifths of the world's population and an equal sha...
By Matthew Rodger
15 Feb 2024
3 min read