rates and credit risk
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All the CreditCentral Banks: Can Independence Prevail?In this episode of All the Credit®, we highlight the importance of central bank independence, particularly in the context of the U.S. Federal Reserve.Read More
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Central Bank PolicyHawkish Undertones Emerge as BOE CutsKatharine Neiss, PhD, Deputy Head of Global Economics, reacts to the Bank of England's August 2025 monetary policy meeting.Read More
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Economic Fears Resurface After Weak Jobs ReportCracks appearing to form in the US labor market reignited fears of an economic slowdown and raised expectations for a dovish pivot at the Fed.Read More
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S. 5 Ep. 7: The Rise of Geoeconomics: Power Dynamics Shaping Global MarketsSoft power might be giving way to intensifying economic competition between great powers, creating an evolving set of investment opportunities and risks.Read More
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Weekly ViewIran Scenarios as Most Markets Tread WaterOur View from the Desk for the week of June 23 summarizes the macroeconomic and asset-class specific themes discussed in our weekly desk head meeting.Read More
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S. 5 Ep. 6: Turbulent Skies? Balancing Growth, Costs, and Geopolitics in Airlines
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Artificial Intelligence & Data
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s.5 ep.2: The New Arms Race - Supply Chains, Data, and National SecuritySurging AI demand, security risks, and a race for technological supremacy among the world’s superpowers are propelling new investment opportunities.
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DeepSeek Triggers AI SelloffAI chatbot DeepSeek sent a shockwave through equity markets, while the Fed hit pause after cutting rates at its previous three meetings.Read More
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Artificial Intelligence: An Accelerating RevolutionToday, the revolutionary impact of AI-driven change is becoming evident in most industries and is accelerating.Read More
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