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EM spreads are holding up well as energy route disruption from the Iran war continues, but differentiation is occurring across sovereign credits as investors reassess future risk.
The EUR swap curve is telling a fascinating story amid the Iran conflict.
Today we will look at Iran and the impact on central banks.
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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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24 March 2026

In Credit Weekly Snapshot – The curve that got away

The EUR swap curve is telling a fascinating story amid the Iran conflict.
17 March 2026

In Credit Weekly Snapshot – I won’t back down: stalemate in Strait of Hormuz

There seems to be no easy way out of the Iran war, as the ongoing closure of the crucial seaway continues to impact prices and economies around the world. Read on for a breakdown of fixed income news across sectors and regions.
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In Credit Weekly Snapshot – Smoke on the water

The market continues to trade on the potential macro consequences of events in the Middle East, with the threat of Iranian attacks effectively closing the Strait of Hormuz, leading to a sharp spike in oil prices.
30 March 2026

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Head of Emerging Market Debt

What five weeks of conflict mean for emerging market debt

EM spreads are holding up well as energy route disruption from the Iran war continues, but differentiation is occurring across sovereign credits as investors reassess future risk.
24 March 2026

In Credit Weekly Snapshot – The curve that got away

The EUR swap curve is telling a fascinating story amid the Iran conflict.
23 March 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: The fog of war and monetary policy

Today we will look at Iran and the impact on central banks.

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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