Global Navigator, Economist Insights Debt ceiling no obstacle for US Bond Funds Amidst increasingly stark warnings of economic chaos if the current standoff over the US federal debt ceiling is not resolved, EPFR-tracked US Bond... May 30, 2023
Global Navigator, Economist Insights The best defense is a good Chinese economy Worries about the impact a two-pronged credit squeeze, driven by quantitative tightening and the pressure on regional bank loan books, will have on... May 22, 2023
Global Navigator, Economist Insights Banking on more pain ahead A recession in the second half of the year, triggered by the impact of current interest rates on the real estate sector and the banks that lend to... May 18, 2023
Global Navigator, Economist Insights Riding the waves in liquidity funds In the face of this uncertainty, and the unwillingness of major Western central banks to suspend the battle against inflation, investors continued... Mar 27, 2023
Global Navigator, Economist Insights Investors respond to red shoots of recovery February was a bumpy month for investors and markets. Interest rates climbed higher in the US, Europe and Australia, the benchmark Dow Jones... Mar 03, 2023
Global Navigator, Economist Insights Craving certainty, markets get uncertainty How much longer will the war in Ukraine go on? How much further will central banks go before they deem inflation contained? How much damage will the... Feb 24, 2023