Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
United States
Chart of the month: Have reports of the dollar's death been greatly exaggerated?
In May 1897, rumours began to circulate in New York of the death of Mark Twain. The great writer, who was in London at the... 
T-bill stakes: of markets and accords
Exploring President Trump’s unconventional paths to securing dollar-treasury dominance. 
T-bill stakes: finding buyers and sellers
Treasury ownership has changed significantly since discussion of the ‘balance of financial terror’ 20 years ago. 
Podcast: US tariffs, the Hong Kong dollar and UK inflation – Market Talk
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the rebound in risk assets following the preliminary US/China trade deal. 
Margin call: will ‘middlemen’ markups amplify tariff inflation?
Does the behaviour of branded baked-bean prices during the energy crisis point to upside risks to tariff inflation from ‘middlemen’ markups? 
What could US tariffs mean for US securitised?
Following the much-anticipated Liberation Day announcement, the market has experienced significant changes and the effective US tariff rate has increased dramatically. What are the implications... 
Skirting recession
The US administration has reversed course on its most aggressive use of tariffs, but some economic damage could still lie ahead. 
Podcast: What’s driving the recovery? Market Talk
Ben Bennett plots the path of interest rates in the US and UK, examines the factors driving the equity market rebound, and explains why possible... 
US tariffs: what happens next?
In a dramatic reversal of policy, President Trump has paused reciprocal tariffs. But uncertainty and the effective tariff rate remain high and the US is... Podcast: Where next for US assets? Market Talk
In another week of volatility for US assets, Ben Bennett dissects the market reaction to frictions with the Fed, considers the path of the dollar,... Recommended content for you
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