All insights
Sharp move in US treasuries led by talk of a soft landing
The last few weeks has seen a sharp move up in long dated Treasuries, since the week of the FOMC meeting in September the US 10 year has moved up 45bp to 4.75% with a brief flirt with 4.90% in the meantime
That shrinking feeling: Money supply tightens as rate hikes feed through
Following the recent publication of the European Central Bank's monthly “Monetary Developments in the Euro Area” report, Felipe Villarroel takes a deep dive into how this report evidences the impact that successive rate hikes are having on the economy
Pause for thought: Was this the BoE's final rate hike?
Are central banks now at a point where they are done with hiking cycles and are we seeing a positive outcome for fixed income?
Deals come thick and fast in European ABS after summer recess
The European ABS market is making a strong comeback post-summer, witnessing two of the busiest weeks in over a decade, driven by robust demand.
Fed rates held: Goldilocks is in the building
Eoin Walsh shares his thoughts following last night's statement from the Federal Reserve, concluding that for now while treasury yields aren’t helping, credit looks attractive based on the rosy economic forecasts.
ECB: That's All Folks?
Felipe Villarroel argues that it will not be long before we see yields in fixed income assets at levels markedly above spot inflation which could translate in investors racing to lock in those yields.