This page is dedicated to research articles on primary fixed income markets. For further information please contact Dan Barnes.
INSIGHTS & ANALYSIS
Insights: US policy shift could reduce central bank cuts
Trump’s inward-oriented US policies will drive a rise in inflation, put upward pressure on interest rates and prevent central banks from making aggressive cuts, Man Group predicts.
The group also expects to see spreads widen...
Insights and analysis: Morgan Stanley 2025 – ‘Timing Is Everything’ across asset classes
Morgan Stanley’s outlook for 2025 finds a “still-moderate macro environment” with the mood heading towards deregulation, which it notes is largely is constructive for risk assets.
“That said, rising uncertainty about policy sequencing and severity...
Insights & Analysis: “Lock in attractive yields as easing cycle continues,” UBS advises
Trump’s election saw Treasury yields rise sharply but stabilise by the end of the week, with the VIX index dropping to its lowest since the end of September and the dollar near-consistently rising since...
Insights & Analysis: “Underestimated” US economy headed for soft landing
The US economy is on track for a soft landing, according to State Street Global Advisors – but “there are undoubtedly a variety of potential risks”.
US 10-year yields are on the rise, driven by...
