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Insights and research on global events shaping the markets

In the US, the dichotomy between what the market expects, a further hike (25 basis points) and then the end of the Fed's tightening cycle, and what the Fed continues to send out as a message, that rates will have to remain high for an extended period of time, will continue to drive the markets this week.

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01/05/2023

The traditional debt ceiling issue seems to be of greater concern this time around than in previous episodes, as the 1-year U.S. CDS exceeded 100 bps for the first time, while the difference between 1-month and 3-month Treasury yields reached nearly 2%.

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24/04/2023

The sharp rise in global rates had a negative impact on the performance of credit indices

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17/04/2023

Mixed signals on US employment data pushed yields lower!

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11/04/2023

A solid month for the fixed income asset class!

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03/04/2023

What if the Federal Reserve raised its funds rates for the last time this cycle?

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27/03/2023

The UBS/Credit Suisse agreement will have a material impact on the entire AT1 market!

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20/03/2023

The Silicon Valley Bank story put the brakes on rising interest rates

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13/03/2023

In the US, the tone was mixed from Fed members on the future of the Fed's monetary policy.

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06/03/2023

The Fed minutes essentially revealed that the process of tightening monetary policy is expected to continue at least until the second quarter of 2023.

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27/02/2023

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