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Are French and Italian Yields More “Normal” Than You Think?
French and Italian 10-year yields have converged over the past several months. Global Macro Strategist Jon Levy entertains a theory[…]
Can the ECB Teach an Old Dog New Tricks?
Senior Sovereign Analyst Jon Levy shares his analysis of the European Central Bank’s plans to unwind its largest quantitative policy[…]
Three Big Questions on the BoE’s Operations
Senior Sovereign Analyst Jon Levy tackles three big questions on the Bank of England's recent operations.
Topsy-Turvy UK Markets Reveal Risks in Policy Responses to the Energy Crisis
Senior Sovereign Analyst Jon Levy looks at this week’s rate and currency shocks in the UK and shares what he[…]
ECB in the News
Senior Sovereign Analyst Jon Levy answers some key questions about the European Central Bank's latest moves.
Nearly $16 Trillion in the Rear-View Mirror
A historic shift in central bank policy is currently underway. The implications of this change are likely to be varied[…]
Deal or No Deal, the UK Faces Risks Beyond Brexit
The UK faces a protracted mix of problems that could weigh on the economy beyond the end of Brexit.
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