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Insights and research on global events shaping the markets
Fixed Income markets extend their April rebound, still driven by strong EM debt performance
EM debt and Credit markets post a solid rebound, government bonds still face headwinds
A relief rally on a fragile pause: ceasefire diplomacy with caveats
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.
The oil price shock continues to feed through global rate level and monetary policy expectations, while credit markets show resilience.
The repricing in interest rate prospects continues, credit and EMD markets show only moderate signs of stress so far
Surging energy prices shake rate markets, spreads face moderate upside pressures so far
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
USD rates bounce up on hawkish Fed comments and solid US data, while corporate credit spreads stabilize after two weeks of Tech-driven widening
US yields fell, while credit spreads widen amid equity market volatility
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