USD76bn is not a small amount. This is the downward revision of the US Treasury issuance programme for Q4, (from USD852bn to USD776bn, link). In relative terms, this is nonetheless relatively minor, as it represents less than 4% of the net...
The title of our report is inspired by Stanley Kubrick’s fantastic 1964 film Dr. Strangelove, which satirises Cold War fears of a nuclear conflict between the US and the Soviet Union. The film remains highly relevant today in the...
Le titre de notre rapport s'inspire du fantastique film de Stanley Kubrick, Dr. Strangelove, réalisé en 1964, qui satirise les craintes d'un conflit nucléaire entre les États-Unis et l'Union...
Rapor başlığımız, Stanley Kubrick'in 1964 yapımı harika filmi Dr. Strangelove'dan esinlenilmiştir. Bu film, Soğuk Savaş sırasında ABD ve Sovyetler Birliği arasındaki nükleer çatışma korkularını...
Our views on equities have been constructive throughout 2023. But in the wake of the bond market selloff in September, we switched from equities to govies.In this report, we elaborate on the reasons why we believe the bond market selloff...
Notre point de vue sur les actions a été constructif tout au long de l'année 2023. Mais à la suite de la correction obligataire en septembre, nous avons délaissé les actions au profit des...