Mark Dowding | TalkMarkets | Page 1

Mark Dowding

Chief Investment Officer, BlueBay Asset Management
Contributor's Links: BlueBay Asset Management
Mark is BlueBay's Chief Investment Officer. He has over 26 years' investment experience as a macro fixed income investor and has been a senior portfolio manager at BlueBay since he joined in August 2010. As a macro risk taker, Mark actively pursues an open dialogue with policy makers and ...more
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Stormy Conditions In The Middle East
Friday, April 19, 2024 8:16 AM EDT
Events in the Middle East have acted as something of a brake to sentiment for risk assets, with equities and credit softer over the past week.
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Central Bankers Feed The Greed
Friday, March 22, 2024 7:00 AM EDT
With central banks globally either cutting rates or tilting that way, the macro narrative is one in which policymakers are feeding the market's greed.
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Party Like It's 1989?
Friday, March 1, 2024 5:10 AM EDT
We continue to reflect on a narrative of an AI-fuelled investment boom, as a further reminder of an economic cycle that seems to have plenty in common with what we witnessed at the end of the 90s.
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A Spritely Economy And Geriatric Politicians
Friday, February 16, 2024 3:00 PM EDT
A strong US CPI report saw yields move higher, as rate cut enthusiasm was (temporarily) placed onto the back burner
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Scraping The Bottom Of The Barrel
Friday, November 17, 2023 8:00 AM EDT
During the course of 2023, we have frequently seen the market seek to front-run the prospect of Fed rate cuts, only to be disappointed when the central bank has pushed back.
In this article: FXE, EEM
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Yields Roar To New Highs
Saturday, August 19, 2023 9:45 AM EDT
US yields pushed to their cycle highs during the past week, with 2-year and 10-year Treasury notes breaching prior support levels at 5% and 4.25%, respectively.
In this article: IEF, SHY
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The World's Getting Hotter, But At Least Inflation Is Starting To Get Cooler
Saturday, July 15, 2023 11:20 AM EDT
The notion that inflation appears to be trending back toward target has been a catalyst for increased optimism.
In this article: FXE, EWJ, EWU, UUP, VIX, EZU
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How Much Has Really Changed In The Past Week?
Saturday, March 18, 2023 8:31 AM EDT
Investors are looking at 2008 for clues, but the banking system is totally different in 2023. The ECB raised rates by 50bp this week and we expect the Fed to continue trying to restrain prices.
In this article: CS, SIVBQ, BITCOMP Also: EWJ, EWU, EZU
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What Goes Up Must Come Down
Saturday, February 11, 2023 10:31 AM EDT
We continue to observe how markets can act with a herding mindset. In this way, there may be cries of a soft landing in one moment, a no landing the next, and a hard landing shortly thereafter.
In this article: CMG, EZU, EWJ
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All Quiet (For Now) On The Western Front
Friday, January 27, 2023 9:10 AM EDT
Next week certainly looks to offer plenty for markets to get their teeth into. Meanwhile, the war in Ukraine has also seemed to drop off the front pages in recent weeks.
In this article: EEM, EWU, IEF
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Will The Year Of The Rabbit Run Out Of Steam?
Saturday, January 21, 2023 4:26 AM EDT
Credit spreads have rallied at the start of the year, with equities also posting positive returns. Better news on growth and inflation supports this price action. However, we would also note that there has been a strong desire to put cash to work.
In this article: EWJ, EWU Also: EZU, UUP
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BoJ Coming Under Pressure As Inflation Continues To Rise
Saturday, January 14, 2023 3:00 AM EDT
Yields in Japan came under renewed upward pressure during the past week, as stronger Tokyo inflation data led to increased speculation of a further policy adjustment at next week’s Bank of Japan meeting.
In this article: EWJ, EZU
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‘Fat Bear Week’ Is Upon Us
Saturday, October 15, 2022 6:20 AM EDT
Alaska’s giant grizzlies are in the limelight, but how far are the markets from a peak bear moment?
In this article: EWU
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Markets In Mourning Over Inflation
Saturday, September 17, 2022 8:29 AM EDT
The theme of uncertainty continues, but there will be a time to re-engage in the weeks to come.
In this article: EWU, EZU
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US Delays Trip To The Moon, But European Inflation Remains On A Rocket Trip
Saturday, September 3, 2022 8:06 PM EDT
Uncertainty and volatility in the macro environment continue to be ever-present themes. It isn’t yet clear how quickly US inflation can fall, or indeed when and where inflation across Europe will peak.
In this article: FXB, FXY, IEF, EZU, EWU
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A Soft Landing Beckons In The US, But European Growth Could Be Worse Than Post-GFC?
Friday, August 26, 2022 10:10 AM EDT
There’s been little respite from the bad economic news hitting European economies.
In this article: FXE, EZU, UUP
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