Rates strategists Jay Barry and Teresa Ho discuss the strength of this tax season and what that tells us about the TGA, the debt ceiling, QT, and the lowest comfortable level of reserves. SpeakersJay Barry, co-head US Rates Strategy Teresa Ho, Head of US Short Duration Strategy This podcast was...

Meera Chandan, Arindam Sandilya and James Nelligan outline our constructive USD view and the implications of the joint statement from Japan/ Korea/ the US this week.   Speakers Meera Chandan, Global FX StrategyArindam Sandilya, Global FX StrategyJames Nelligan, Global FX Strategy   This podcast...

Oil shrugged this week’s escalation in geopolitical tensions in the Middle East. To some extent, this could be explained by the fact that some of the geopolitical risk premium was already priced in. Since last October we have viewed market reaction to political events in the region to be...