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  • How hyperscaler issuance is reshaping the Treasury curve
  • Flash Fixed Income: Why markets may be wrong on rate hikes
  • French banks caught in crossfire, but fundamentals are solid
  • Term premium has risen, and may not have peaked
  • Warsh finally gives markets much needed clarity
  • US Treasury intervention unlikely to provide lasting support
  • Are bond market technicals better than price action suggests?
  • Markets can’t rely on midterms to change course of Iran war
  • Warsh delivers a boost to Fed's credibility
  • ABS: Why it can pay to stay floating
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    Are smaller AT1s still offering sufficient premium?
    Are smaller AT1s still offering sufficient premium?
    This week a small Austrian lender, KommunalKredit, brought to the market a €150m Additional Tier 1 (AT1) transaction.

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Flash Fixed Income

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.

 

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May 22 2026 Flash Fixed Income

Flash Fixed Income: The UK political crisis premium

UK government bond yields have pushed higher this month as markets have digested a building political crisis, with the prime minister, Sir Keir Starmer, now set to face a Labour Party leadership contest following dire local election results on May 7.
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Apr 22 2026 Flash Fixed Income

Flash Fixed Income: Risks unbalanced as “war premium” fades

Sharp swings in government and corporate bond markets since the onset of the Middle East conflict pose interesting questions for fixed income investors.
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Mar 16 2026 Flash Fixed Income

Flash Fixed Income: Iran shock is driving central banks apart

As fixed income investors, our focus is on how the shock ripples through the variables that matter most for bonds: inflation, growth, and how central banks respond.
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