Research · Commentary · Cmqa5cap8431c1oecc

Equities, Fed, BoJ, & you

Please join Mark Cabana in a discussion with Jill Carey Hall, Aditya Bhave, and Oliver Levingston as they break down key market dynamics, equity risks, and central bank outlooks. Gain expert insights and actionable perspectives on equities, rates, and macroeconomic trends You may

Top of the Morning: Fixed Income Strategist - The Lending Powering AI Investment

We discuss the factors that have led to a pronounced repricing of US interest rates, an outlook for monetary policy, and CIO’s current fixed income positioning recommendations. Plus, a look at the lending that is powering AI investment, and the implications to credit markets. Fea

Global Rates: European Rate Markets – looking ahead over 2H26

In this podcast Francis Diamond, Khagendra Gupta and Aditya Chordia discuss European rate market views for the second half of this year. This podcast was recorded on 12 June 2026. This communication is provided for information purposes only. Institutional clients can view the rel

Global Commodities: A Perfect Storm

On one hand, we see increased oil tanker flows through the Strait of Hormuz. On the other hand, gas markets have had less luck getting LNG through the crucial chokepoint, setting the scene for a perfect storm of low storage injection rates, potentially higher El Niño cooling dema

Global FX: Central banks take centre stage

Arindam Sandilya, Junya Tanase, Patrick Locke and Octavia Popescu discuss the global FX outlook ahead of a heavy calendar of central bank meetings next week. This podcast was recorded on 12 June 2026. This communication is provided for information purposes only. Institutional cli

A pivotal week for the USD?

Lee Hardman, Senior Currency Analyst, and Abdul-Ahad Lockhart, Currency Analyst, discuss how building investor optimism over a US-Iran deal and Kevin Warsh’s first policy meeting as Fed Chair are likely to impact the USD. Will another BoJ rate hike be sufficient to trigger a reve