Fixed income

Is 21st century crypto akin to 17th century Holland? Are we seeing the madness of digital crowds? The Bitcoin price could suggest so. Elsewhere, government bond yields are tracking down in anticipation of further monetary policy easing. Read on for a breakdown of fixed income news across sectors and regions.

Fixed-income investors face falling rates, tight spreads and a fragile labour market. The playbook requires locking in yield and managing duration, while staying vigilant on credit quality.

From the relationship between democracy scores and flagpole height, to government bond yields and budget machinations, it was a busy week in fixed income. Read on for a roundup of news across sectors and regions.

Are we approaching the end of a rate cutting cycle? There does appear to be a dampening of several key themes, reflected in the dollar finally plateauing a little after a tumultuous 12 months. Read our weekly snapshot of global fixed income markets.

We set out three potential scenarios the chancellor could follow as she attempts to balance the books, and what each might do to bond yields and markets.

Financial deregulation has re-emerged as a significant theme, creating new opportunities but reopening familiar vulnerabilities

With the UK budget looming, gilts rallied through October – helped somewhat by an interest rate cut. There were also rate moves elsewhere, with the US and Canada cutting, while Japan and the ECB kept things on hold. Read our weekly snapshot of global fixed income markets.

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.

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.