Updated analysis of UK macro and investment themes, covering:
Deteriorating Public Debt trends (Deficit, Stock, Issuance)
Weak Private Debt trends
Disinflationary signals
Financial Markets (Swap Spreads, Real Yields, curve correlations)
Current Account Deficit and the Currency
An analysis of recent swap spread trends across many different government bond markets, highlighting new and the break down of existing...
Summary of November's research, covering the following topics: Debt: Continuing huge burden on Domestic investors in 2025 to fund...
RESEARCH CONTENT Current status of French public sector debt trends, including annual growth rates, maturity profiles, interest costs and...
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