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: 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.
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.
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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