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United States
Real disposable income has effectively flatlined for well over a year in level terms and is well below the pre-pandemic trend.
Euro Area
Are French government bonds losing their “core” status?
Asia-Pacific
The Bank of Korea raised its policy rate by 25 basis points to 3%, as expected, framing the move as a preemptive step to anchor inflation expectations.
Emerging Markets
The Bangko Sentral ng Pilipinas raised its target rate by 25 basis points to 5%, in line with consensus.
Equities
Anthropic is likely to tell investors its total addressable market (TAM) exceeds $30 trillion.
Equities
Buying stocks with massive TAMs hasn’t been a sure-fire winning strategy.
Rates
OECD bonds are having a dismal decade.
Global Developments
Shipping prices have spiked across trade chokepoints.
