This page is dedicated to research articles on primary fixed income markets. For further information please contact Dan Barnes.
INVESTOR DEMAND
Investor demand: China’s US$759bn Treasury holdings hang by a thread as tariff war escalates
A continued sell-off in Treasury bonds, exacerbated after a notably poor 3-year auction on Tuesday, 8 April, has sparked widespread speculation among market participants. Analysts have proposed several drivers, including basis trades, SOFR versus...
Investor Demand: US tariff uncertainty prompts caution in Europe
There is great uncertainty around the severity of tariffs that will be introduced by the US this week, with UBS reporting client baseline expectations ranging from 10% to 25%.
The firm predicts that measures will...
Investor demand: South American debt capital markets immune from US markets correction
In a show of strength, exemplified by Itaú Unibanco's US$1 billion issuance on 27 February, South American debt capital markets have carried on functioning unabated.
Amidst a broader correction in US markets, South American issuers...
Investor demand: SSGA prepares for private credit retail interest with ETF
Expecting private credit demand to swell among retail investors, State Street Global Advisors (SSGA) has launched an ETF for investment grade private credit markets.
The SPDR SSGA Apollo IG Public & Private Credit ETF (PRIV)...