Macro & Markets: Soft landing dreams
Fading recession risks.In recent months, investors and economists have marked down the probability of a recession, after growth has surprised on...
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Global Bond Investments: The Japanese buying of US bonds continued in June
Yet another month Japanese investors increased their US exposure and bought EUR 11.73bn worth of Treasury bonds in June.
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Macro & Markets: Welcome back
Key summer developments at a glance: The Fed increased the funds rate by 25bp to the range 5.25-5.50%. The central bank signalled that it will...
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Bonds & bold: There is something in the air
In recent years my holiday calendar has been a good indicator of performance in the Danish callable bond market. I know that some think I’m too...
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BRI Danareksa Debt Research Monthly Report, Jul 2023
The IMF has revised up its 2023 global economic growth forecast despite noting continued challenges. The US economy grew faster than expected in...
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