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18 August 2026
Fixed income
In Credit Weekly Snapshot – If I could turn back time
In Credit Weekly Snapshot – If I could turn back time
The US 30-year Treasury yield is at its highest since 2001. Although the level is not extreme historically, the speed of the rise is.
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.
