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: Forget tariffs, watch the US labour market
The Trump administration’s immigration policy leaves the US labour market at a pivotal juncture.
Flash Fixed Income: Rates calm before the storm?
Softer US economic data means the pressures on UST yields now look more balanced, but headlines around President Trump’s pick for the next Fed chair are just one reason investors should expect rates volatility to continue.
Flash Fixed Income: Are markets complacent on tariff risks?
The question for investors now is how much of the macro risk remains, and how well that risk is being reflected in asset valuations.
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