In this episode:
- Forecasts are being revised up, the global tightening cycle is slowing down and markets are cheering. But are things really looking better? Group Neil Shearing reviews the recent data – including January’s stunning US payrolls numbers – as he explains why the isn’t an entirely feelgood story. Plus;
- Long-standing buyers of US Treasuries may not have the appetite they once did, says Tom Mathews from our Markets team in an in-depth new report.. He discusses what this means for the outlook for yields.
Click here to read the research referenced in this episode.
