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Sunshine at Bank of England

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In Credit Weekly Snapshot – October 2024

What goes up, must come down

Key markets overview

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In Credit Weekly Snapshot – 29 October 2024

Dog days are over

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In Credit Weekly Snapshot – 21 October 2024

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In Credit Weekly Snapshot – 14 October 2024

Surging job growth plunging bond prices

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In Credit Weekly Snapshot – 7 October 2024

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The global economy has proved more resilient than many expected, but the investment landscape of 2027 looks materially different from a year ago – shaped by conflict in the Middle East, a reversal in interest rate expectations, and an AI-driven capital expenditure (capex) boom of unprecedented scale.
China's bond market appears remarkably strong, but the real story lies under the surface.
Central banks are back in focus as investors enter a busy run of September policy meetings. The European Central Bank meets this week, followed by the Bank of England, the US Federal Reserve and the Bank of Japan next week.
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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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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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