CAPITAL IDEAS^TM

Currencies

Macro Brief

Will the US fiscal deficit lead to a dollar decline?

Jens Sondergaard
Fixed Income

Attractive opportunity to add duration in non-USD rates
Fixed Income

Emerging markets debt: Stable macro backdrop fuels emerging markets
Fixed Income

EM rate cuts on the horizon as inflation trends down

Peter Becker
Fixed Income

Quick take: Presidential elections in Turkey

Robert Burgess
Fixed Income

EMD quarterly review Q1 2023
Fixed Income

Emerging markets debt: Starting yields lift return potential
Fixed Income

Emerging markets debt: Valuations appear attractive despite uncertain macro backdrop
Equity

Can non-U.S. equities overcome a strong U.S. dollar?
Currencies

Global outlook: all eyes on where US inflation lands

Jens Sondergaard
Market Volatility

Running the rule over Truss & Kwarteng’s fiscal radicalism
Japan

Yen's plummet puts Bank of Japan in a bind

Anne Vandenabeele