Monthly Archives: February 2017

2 Things the European Investment Grade Fixed Income Team Talked About Last Week

1. The French Connection The major talking point in European Investment Grade Fixed Income markets last week was the sudden and violent widening of non-core markets against Germany. It was most evident in France, but also occurred in Italy, Portugal … Continue reading

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3 Things the European Investment Grade Fixed Income Team Talked About Last Week

1. Euro-area Inflation: Frankfurt – We Have A Problem We mentioned in last week’s blog about the likelihood that Euro-area inflation would show a significant increase when the January numbers were released. We began to get an indication that the … Continue reading

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Key Risks for the USD Bull Market in 2017

Part three in a series. Paresh Upadhyaya is Senior Vice President, Director of Currencies, US.  In my previous posts, I discussed the three factors that will fuel the USD rally in 2017: fiscal stimulus proposal (USD Bull Market: Key Drivers … Continue reading

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