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18 August 2026
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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.
18 August 2026
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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.
11 August 2026
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Head of EMEA Client Portfolio Manager team, Fixed Income
Central banks face a global reserves paradox
Reserves are growing, but so is the reluctance to use them.