Bonds Update Assessing the risks to Treasuries The bond market sell-off over recent weeks has taken the 10-year Treasury yield to around our long-held end-2024 forecast of 4.00%. Although significant economic, political, and geopolitical risks... 10th October 2024 · 4 mins read
Latin America Economics Update Mexico and what to expect from President Sheinbaum We held a Drop-In yesterday to discuss what investors should expect as Claudia Sheinbaum takes over the presidency in Mexico. A recording of the event can be found here. This Update answers some of... 2nd October 2024 · 6 mins read
