Trump
All talk and no hike
Today’s FOMC meeting was all talk and no action.
Research
Exclusive Global aquaculture update 2H 2026: Converging global pressures drive uncertain outlook
Macroeconomic headwinds weigh on consumption, while environmental risks and shifting trade dynamics could continue to reshape supply and pricing.
Update
Global Daily: When a Toll Isn't a Toll
Yields on 10-year Treasuries finished last week up 11bps to 4.48% while yields on 10-year Bunds rose 8.5bps to 2.93%...
Newsletter
Global Daily: Harbingers
An Iran peace deal is struck and the parties are reportedly set to sign on Friday of this week...
Newsletter
Rate cuts are moving further into the future
At Kevin Warsh’s first meeting as Chair, the FOMC is likely to remove the easing bias from the statement and drop the 2026 rate cut from the dot plot.
Research
Global Daily: The Atomic Crab
The Dow Jones hit a fresh all-time high yesterday, surging 1.73% to close at 51,562...
Newsletter