Bond investors join the AI infrastructure boom
The AI infrastructure boom is more than a tech story – it’s a fixed income story. Discover how this capital-intensive transformation is creating new opportunities and risks for bond investors.
In Credit Weekly Snapshot – Crude intentions
US sanctions against two Russian oil giants saw prices spike, as well as putting upward pressure on bond yields. Elsewhere there is optimism that presidents Trump and Xi will find sufficient common ground for a US/China trade deal. Read our weekly snapshot of global fixed income markets.
Battling the elements: will climate change reshape defence spending?
From jet engines to toll roads, environmental change is reshaping military readiness, infrastructure resilience, and the investment case for the companies that build and maintain such assets.
In Credit Weekly Snapshot – Up, up and away
Government debt continues to dominate discourse, with the IMF predicting that globally it will soon exceed 100% of global GDP. Elsewhere we saw regional bank problems in the US and more trouble for France. Read on for a breakdown of fixed income news across sectors and regions.
In Credit Weekly Snapshot – Give peace a chance
Geopolitics continues to dominate with the welcome news of a ceasefire between Israel and Hamas. This, as well as ongoing tariff threats from the US, had a feedthrough impact on commodity prices. Read on for a breakdown of fixed income news across sectors and regions.
In Credit Weekly Snapshot – Walls come tumbling down
The dollar share of global FX reserves declined again in Q3 and, with the US government once again entering shutdown, yields dropped across the curve. Read our weekly snapshot of global fixed income markets.
In Credit Weekly Snapshot – Wind of change
As Germany passes its budget, the country is spearheading a new – possibly permanent – era of defence spending by NATO countries. Elsewhere, US and UK government bond yields crept higher. Read our weekly snapshot of global fixed income markets.
Dominanz des US-Dollars: Jenga-Spiel mit dem globalen Währungssystem
Die Dominanz des US-Dollars wankt: Warum geopolitische Risiken, dedollarisierende Zentralbanken und neue Reservewährungen das globale Währungssystem verändern – ein Blick auf die Zukunft der Devisenreserven.
US dollar dominance: Playing Jenga with the global monetary system
Assumptions underpinning the dollar’s role as the world’s primary reserve currency are increasingly eroding. What if the tower starts to fall?
In Credit Weekly Snapshot – Je ne regrette rien?
France is embroiled in political turmoil, with knock-on effects for its sovereign rating and debt. Meanwhile, it’s all eyes on the US labour market and rates. Read on for a breakdown of fixed income news across sectors and regions.