As companies rush to bring bond issues to market to fund their AI-related spending, this new debt is competing with government bonds for investor...
From Daniel Morris, Chief Market Strategist, BNP Paribas Asset Management
The sell-off in government bonds shows no signs of abating, even if the impetus for...
Oh là là
Fixed income outlook brighter ahead after a dismal September
Higher yields no longer produce predictable equity winners and losers.
OAT-meal for...
Memories of the eurozone debt crisis are roaring back as European government bond yields reach multi-year highs. That raises the stakes for the European...
By Tiffany Wilding, Economist, PIMCO
In recent months, major central banks have placed a greater emphasis on broader financial conditions when describing the stance of...
By Mark Dowding, Chief Investment Officer, Fixed Income at RBC BlueBay Asset Management
Global bond curves steepened over the past week, and the volatility we...
Key messages:
This week's data will test how much more the long end can absorb. Core PCE and payrolls will be particularly important, although...
After the Fed hike
Why today's bond backdrop looks different from 2022
Fed FOMO and FOMU
In the world of central banks, being the last...
From Mark Dowding, Chief Investment Officer, Fixed Income at RBC BlueBay Asset Management
Global yields jumped during the past week, with U.S. Treasury yields on...
By RBA analyst, Bradley Speed
In this note, I estimate the amount of funding that has gone towards Australian companies that own and operate data...



































