Fast food for thought

Insights and research on global events shaping the markets

New highs in oil prices and softer economic data weighed on fixed income markets, as concerns about slowing growth began to balance ongoing inflation fears.

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31/03/2026

The oil price shock continues to feed through global rate level and monetary policy expectations, while credit markets show resilience.

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24/03/2026

The repricing in interest rate prospects continues, credit and EMD markets show only moderate signs of stress so far

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18/03/2026

Surging energy prices shake rate markets, spreads face moderate upside pressures so far

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11/03/2026

Rates fell ahead of the week-end’s strikes on Iran, while credit and Emerging Market spreads reflected rising concerns on the situation in the Middle East

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03/03/2026

USD rates bounce up on hawkish Fed comments and solid US data, while corporate credit spreads stabilize after two weeks of Tech-driven widening

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24/02/2026

US yields fell, while credit spreads widen amid equity market volatility

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17/02/2026

US rates edged lower amid labor market concerns while credit markets were impacted by equity market volatility

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10/02/2026

US rate markets took Warsh’s nomination with calm, demand for credit and EM debt remains strong

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04/02/2026

Credit markets hold firm while sovereign bonds digest the adjustment in Japanese yields

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28/01/2026

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