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Insights

In Credit Weekly Snapshot – January 2025

Long rally runnin’

Key markets overview

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In Credit Weekly Snapshot – 27 January 2025

A misdiagnosis of crisis

Key markets overview

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In Credit Weekly Snapshot – 20 January 2025

UK decay?

Key markets overview

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In Credit Weekly Snapshot – 13 January 2025

Exit music (for a year)

Key markets overview

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In Credit Weekly Snapshot – 6 January 2025

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The global economy has proved more resilient than many expected, but the investment landscape of 2027 looks materially different from a year ago – shaped by conflict in the Middle East, a reversal in interest rate expectations, and an AI-driven capital expenditure (capex) boom of unprecedented scale.
China's bond market appears remarkably strong, but the real story lies under the surface.
Central banks are back in focus as investors enter a busy run of September policy meetings. The European Central Bank meets this week, followed by the Bank of England, the US Federal Reserve and the Bank of Japan next week.
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Important Information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

Verwandte Beiträge

8 September 2026

In Credit Weekly Snapshot – China in your hand

China's bond market appears remarkably strong, but the real story lies under the surface.
18 August 2026

In Credit Weekly Snapshot – A little less conversation

The US July jobs report had plenty to say – little of it good. The economy shed 23,000 jobs versus consensus expectations for an 80,000 gain. Rates markets reacted swiftly, trimming expectations for future rate rises.
18 August 2026

In Credit Weekly Snapshot – If I could turn back time

The US 30-year Treasury yield is at its highest since 2001. Although the level is not extreme historically, the speed of the rise is.
8 September 2026

Senior Economist, Multi-Asset Solutions team

Delegate OCIO & Strategist

Multi-Asset Investment Outlook 2027: Technological tailwind,geopolitical headwind

The global economy has proved more resilient than many expected, but the investment landscape of 2027 looks materially different from a year ago – shaped by conflict in the Middle East, a reversal in interest rate expectations, and an AI-driven capital expenditure (capex) boom of unprecedented scale.
8 September 2026

In Credit Weekly Snapshot – China in your hand

China's bond market appears remarkably strong, but the real story lies under the surface.
7 September 2026

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Second guessing the central banks

Central banks are back in focus as investors enter a busy run of September policy meetings. The European Central Bank meets this week, followed by the Bank of England, the US Federal Reserve and the Bank of Japan next week.

Important Information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

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