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The Complacency Paradox: Rising Risks, Falling Spreads
Geopolitical tensions, resurgent inflation, tighter energy markets and fragile supply chains are all pointing to higher risk, yet credit spreads remain unusually calm. This divergence highlights a dangerous complacency in markets, where downside risks may still be significantly underpriced.
Girish Appadu
Apr 13 min read
From Doves to Hawks: Central Banks adopt a hawkish stance amid Global Turmoil
Central banks paused rate cuts as geopolitical tensions and rising energy prices reignite inflation concerns. Markets are adjusting to a higher-for-longer environment, with implications across bonds, equities, currencies and commodities.
Tanooj Gopeechand
Mar 263 min read
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