Corporates have failed to communicate proactively on their tariff risks. We are no longer sure that they will do so as they move into this H2.
This has translated into a sharp year-to-date underperformance of -10.2% for Consumer Durables, o...
Japan is not alone. The $10y is up 60bp over the same period, the French 10y gained 70bp and the ...
Subscribe to our blog
After the bust and boom related to the on-off tariff posturing of the US administration, Telcos are aim...
By late January 2025, we predicted a storm for car shares. Indeed Trump’s tariffs helped to significa...