Roman Ziruk, Matthew Ryan, CFA As was widely expected, the ECB kept rates unchanged at its October meeting, pausing after ten consecutive interest rate increases. The meeting did not bring a lot of additional context, and traders largely shrugg...

As expected, the ECB’s Governing Council (GC) today left unchanged its three key policy rates. The decision to hold rates was “unanimous”. There were no new announcements. Of particular note, the possibility of accelerating ‘normalisation’ of t...

Generative AI and ChatGPT have captured the public imagination. Asset managers have been watching developments closely too. David Wright, Head of Quantitative Business Strategy & Stéphane Daul, Senior Quantitative Analyst Pictet Asset M...

By Lowie Debou, Fund Manager Fixed Income at DPAM In the current context, we have high conviction for a long duration stance. We will continue adding duration based on rates weakness or a clear deterioration in economic data. The global...

Tomasz Wieladek, T. Rowe Price . The ECB will meet to decide monetary policy on Thursday. I think that we will probably hear that PEPP was discussed, but that the Governing Council will not make any changes to PEPP reinvestment. Given the rece...

Yields on Treasury bonds have reached a new high in more than a decade. Borrowing costs for U.S. 10- year governement bonds have surged from 3.7 percent in mid-July to over 4.8 percent this week. 10-year yields in Germany surged from 2.2 percent t...