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In Credit Weekly Snapshot – February 2022

Our fixed income team provide their weekly snapshot of market events.

Conflict comes to Ukraine.

Key markets overview

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In Credit Weekly Snapshot – 27 September 2021

Close to the edge.

Key markets overview

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In Credit Weekly Snapshot – 27 September 2021

A recalibration game.

Key markets overview

PDF

In Credit Weekly Snapshot – 27 September 2021

A farewell to super low discount rates.

Key markets overview

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In Credit Weekly Snapshot – 27 September 2021
28 Februar 2022
Fixed Income Desk
In Credit – Weekly Snapshot
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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.

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Strong demand, robust issuer fundamentals and clearer communication should help the market absorb the expected surge in artificial intelligence-related bond issuance.
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Inflation continues to influence government finances, with UK real yields nearing 2%, their highest level since 2008, and US real yields approaching 3%.
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In Credit Weekly Snapshot – One night in Bangkok

Geopolitics remain a key market concern, despite being hard to measure, with tensions feeding through to oil prices, inflation concerns and bond markets.
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Strong demand, robust issuer fundamentals and clearer communication should help the market absorb the expected surge in artificial intelligence-related bond issuance.
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Economies and financial markets remain resilient despite heightened inflation risks. These are shaping central bank policy and interest-rate expectations, pushing bond yields to levels not seen since before the global financial crisis.
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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.

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