GeoMarketSignal Global Markets & Research examines the forces shaping the global economy, financial markets and cross-border capital flows.
Our research connects monetary policy, interest rates, currencies, sovereign bond markets, trade, supply chains and international economic relations to understand what they mean for investors.
We go beyond individual data points to examine how these forces interact — and where they may create the next major market opportunity or risk.
LATEST RESEARCH
Why the Fed Is Likely to Hold in September—and Why the 10-Year Treasury Could Still Rise
The Fed may pause in September, but long-term Treasury yields could still rise. An analysis of U.S. labor markets, AI-driven productivity, BOJ tightening, the Japanese yen, Treasury demand and the risk of a disorderly yen carry-trade unwind.