In fact, over the past year, the 10yr yield has averaged 4.3%, while core inflation has averaged 3%. That’s an average ...
Our reversion to normal for 2026 is akin to a desperate 'I'm okay!' It's a normal that's far from boring, as it treks a ...
China's consumer price index inflation rose to 0.7% year on year in November, up from 0.2% in October. This was broadly in ...
Oil prices traded to their lowest level since late October amid expectations of a surplus, while European gas prices appear ...
Euro rates won’t be fazed by this Fed cut, but cannot sit on sidelines entirely More Fed cuts won’t have an immediate impact ...
The supply of EUR-denominated senior unsecured instruments picked up in November to reach €22bn, up €6bn compared to ...
USD IG corporates issued US$105bn, up from US$99bn in October, making November the third strongest month of 2025. Year-to-date corporate supply reached US$913bn, substantially ahead of 2024 YTD ...
Whilst the front end of the swap curve remains relatively anchored as the ECB stays on hold, longer rates should still drift higher in 2026 on an improving growth outlook. German spending ambitions ...
Sector details offer few surprises: the year-to-date trend confirms marked weakness in transport equipment and textiles, while pharmaceuticals and electronics performed well. The modest decline in ...
What was voted today: the social security budget. The National Assembly has adopted the social security budget (PLFSS) after ...
It is also important to note that, according to the National Bank of Hungary, inflation of industrial goods and market ...
Sovereign, supranational, and agency (SSA) spreads sit at tight spreads versus core sovereigns. Heavy Bund supply and still record-level funding needs of the SSA sector itself suggest headwinds ahead.