Inflation challenges US Treasuries’ traditional role in portfolios
By Karen Brettell May 28 (Reuters) – A selloff in government bonds is testing one of the most…
Indonesia: USDIDR supported by macro headwinds, but reversal risks building
Macro headwinds remain dominant. Higher US yields (2-year yield above 4%), elevated oil prices, and narrowing interest rate…
Why Income Stability Matters More Than Ever
Retirement | Image credit: The Smart Investor “How much should I save?” That’s the question everyone asks when…
Asia FX Talk – USD capped despite stronger-than-consensus NFP
The upside risks to US labour data have played out. April nonfarm payrolls rose 115k, well above consensus…
BoE Preview – Trying to sound calm
We expect the BoE will leave policy unchanged at this week’s meeting but leave little doubt that rate…
European Macro Weekly – MUFG Research
European Macro Weekly MUFG ResearchMiddle East war ‘could wipe out 75% of chancellor’s budget headroom’; UK inflation climbs to…
FP Canada, Institute of Financial Planning update guidelines on expected returns, add shelter projection
Canadian equities and U.S. equities are projected to return 6.3% and 6.4%, respectively, down from 6.6% in last…
Your Pension Is Worth $1.6 Million in Bonds
A federal military pension paying $40,000 annually per spouse equals $1.6 million in bond-equivalent wealth when divided by…
FX Weekly – MUFG Research
FX Weekly MUFG Research$USD (USDindex.FX)$$SPDR S&P 500 ETF (SPY.US)$$USD/JPY (USDJPY.FX)$$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$$Crude Oil Futures (MAY6) (CLmain.US)$$CBOE…
Our updated ECB call – MUFG Research
Our updated ECB call MUFG ResearchChristine Lagarde’s sober tone on the Gulf war energy shock The EconomistECB Shouldn’t Rush Its…
Asia FX Talk – Products, not just crude
Global rates markets and in particular on Friday the US market continued to reprice meaningfully towards rate hikes,…
Asia FX Talk – Fed decision day amidst Iran war
It is Fed decision day, and the jobs for central banks remains harder with the difficult trade-off between…