Fast food for thought

Insights and research on global events shaping the markets

A quasi-certain Fed rate cut in December, the end of the QT program and a rebound in sentiment toward credit and EM Debt lifted bond markets last week

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02/12/2025

A repricing of Fed rate cut odds pushes USD yields lower, while credit spreads widen

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25/11/2025

Doubts on a Fed December rate cut and concerns on the debt-fueled AI capex cycle drive rates higher and credit spreads wider

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18/11/2025

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