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: Is term premium back?
Since the Federal Reserve first cut interest rates in September, we have seen the most aggressive rise in US Treasury yields of any cutting cycle over the past 40 years.
Flash Fixed Income: Three big themes for 2025
Will volatility in government bonds continue? Has fixed income seen “peak ESG”? And what will be the biggest driver of returns?
Flash Fixed Income: Credit correction coming?
Spread tightening has left some market participants nervous about fixed income valuations going into 2025, but we think the drivers of recent credit performance are unlikely to weaken materially in the coming months.
Subscribe to Flash Fixed Income
Stay up to date with our latest Flash Fixed Income insight delivered direct to your inbox.
