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Insights

In Credit Weekly Snapshot – March 2025

Tariff fears rattle risk markets

Key markets overview

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In Credit Weekly Snapshot – 31 March 2025

Turkish fright

Key markets overview

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In Credit Weekly Snapshot – 24 March 2025

Weakness abounds

Key markets overview

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In Credit Weekly Snapshot – 17 March 2025

A week of divergence

Key markets overview

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In Credit Weekly Snapshot – 10 March 2025

A lack of confidence

Key markets overview

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In Credit Weekly Snapshot – 3 March 2025

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Latest articles

This week we focus on tariffs following last Friday’s US Supreme Court ruling that the current tariff regime under the International Emergency Economic Powers Act (IEEPA) is unlawful.
Despite political alarums jolting markets; regulatory change, political news-flow or war-mongering rhetoric; overall the impact on markets has been relatively benign.
2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.
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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.

Related Insights

18 February 2026

Luke Copley

Client Portfolio Manager, Fixed Income

2026 credit thoughts – here comes the capex …

Competition for capital is heating up. Persistent government deficits combined with a long overdue acceleration in corporate capex means bond markets face a wave of new supply. Is this a risk or opportunity?
17 February 2026

In Credit Weekly Snapshot – Stuck in the middle with you

Core government bond markets are onlookers as equity markets are buffeted by AI uncertainty, with the US 10-year Treasury range-bound.
10 February 2026

In Credit Weekly Snapshot – Slow dancing in a burning room

The US dollar has hit a post-2022 low and some countries are reducing their exposure.
23 February 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Tariffs 2.0? The options for President Trump

This week we focus on tariffs following last Friday’s US Supreme Court ruling that the current tariff regime under the International Emergency Economic Powers Act (IEEPA) is unlawful.
20 February 2026

Rosa Fenwick

Head of LDI Implementation

LDI market review and outlook – January 2026, Political risk to the fore

Despite political alarums jolting markets; regulatory change, political news-flow or war-mongering rhetoric; overall the impact on markets has been relatively benign.
20 February 2026

Asset Allocation update - February 2026

2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.

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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