Newsletter | Agosto 2026

Newsletter | Agosto 2026

MARKET REVIEW Government bond markets adjusted sharply again in August, with yields rising across most major sovereign curves and maturities. The US 10-year Treasury yield moved decisively higher, while German Bunds and other core European markets followed the same...
Newsletter | Julio 2026

Newsletter | Julio 2026

MARKET REVIEW The US dollar weakened over the month, but the standout currency story was the Japanese yen, which came into sharp focus following a joint intervention from the Federal Reserve and the Bank of Japan. This coordinated action pushed the yen to 157 against...