Flash Fixed Income
Taking inspiration from the “flash” economic indicators that offer markets a preview of the final numbers, Flash Fixed Income is a monthly outlook that keeps investors ahead of the curve by dissecting the major trends across the global bond markets.
Flash Fixed Income: Guilty by association?
When government finances deteriorate, how much of that risk should be priced into the borrowing costs of otherwise healthy businesses?
Flash Fixed Income: Why markets may be wrong on rate hikes
With two-year UST yields at around 4.7%, we think short end yields are offering an attractive potential hedge against both downside growth catalysts and lower oil prices.
Flash Fixed Income: Riding the bumps in credit markets
Credit assets generally performed well in the first of half of 2026, despite periodic volatility driven by the Iran war and concerns about AI disruption and private credit.