Fast food for thought

Insights and research on global events shaping the markets

Fixed Income markets extend their April rebound, still driven by strong EM debt performance

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22/04/2026

EM debt and Credit markets post a solid rebound, government bonds still face headwinds

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15/04/2026

A relief rally on a fragile pause: ceasefire diplomacy with caveats

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09/04/2026

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

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