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11 August 2026
Fixed income
In Credit Weekly Snapshot – A little less conversation
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.
11 August 2026
Fixed income
Central banks face a global reserves paradox
Central banks face a global reserves paradox
Reserves are growing, but so is the reluctance to use them.
4 August 2026
Fixed income
In Credit Weekly Snapshot – Carry On Wayward Son
In Credit Weekly Snapshot – Carry On Wayward Son
Keep calm but don’t count on carry from the yen! Meanwhile, the US-Iran narrative and AI-related issuance continued to influence markets.
