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25 August 2026
Fixed income
In Credit Weekly Snapshot – Take it to the limit (one more time)
US debt has reached $40 trillion, up by about a third in less than five years. The Treasury has tried to contain long-end pressure, but investors remain sceptical.
18 August 2026
Fixed income
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.
18 August 2026
Fixed income
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. Rates markets reacted swiftly, trimming expectations for future rate rises.
