08/09/2021

The Fed is in a Hole

The resurgence of COVID cases in the US has probably stopped investors from marking government bond yields far higher.

08/09/2021

Request to Pay: Survey confirms high demand

Companies from 20 countries responded to the detailed questionnaire between September 2020 and February 2021, with ten selected companies additionally participating in structured interviews.

08/06/2021

QE wheels still spinning at the BoE

The most probable outcome is that businesses will have to take the brunt of the price hit, so investors should have a focus on those quality businesses with pricing power.