Fast food for thought

Insights and research on global events shaping the markets

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

Upward pressures on long-term rates

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21/01/2026

Long term rates decline and credit spreads tighten amid an eventful start of the year

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13/01/2026

Higher global yields and curve steepening weighed on bond returns while credit and EM spreads were stable last week.

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06/01/2026

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