Cooparative Saudi comments and OPEC talk plans in late September made oil to recover strongly.. The BoE cut rates and resumed QE in august, intensifiying the global search for yield. Global rates devlined further 10y yield falling below 1% and the UK 10y gilt rate deopping sharply. The BoJ dissoppointed markets on 29 july, leading […]

A Fed rate hike is jot priced by the markets :Fomc stays devided on the timing of next rate hike that we saw during the FOMC July meeting. #Points against a rate hike by end 2016 : -Inflation still low -elections -china growth decelerating