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Dear Clients, Italian assets continued to take a hit as we went to press in May, with the government’s two-year note – the debt instrument most sensitive to changes in political risk – being slammed the hardest, rising to its highest level in four years, breaking through 2.7% for the first Read Entire Entry

Dear Clients, The flattening of the yield curve in the US, witnessed by a narrowing of the gap between the two- and 10-year Treasury note, was foremost on our minds as PRS/ICRG concluded its forecasts and ratings for the month. The shape of the curve is important since it is seen as an indicator of Read Entire Entry

Dear Clients, As ICRG was wrapping up its March ratings, developments affecting North Korea were gaining steam. Just weeks before a scheduled April 27th meeting between Kim Jong Un and South Korea President Moon Jae-in – to be followed presumably in May by a get-together with President Trump – Read Entire Entry

Dear Clients, With volatility and risk remaining at relatively high levels following the global sell-off (and partial recovery) in equities earlier this month, we’ve received several calls from clients about oil prices and how political risk might affect them. The inquiries are relevant as the Read Entire Entry