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In Credit Weekly Snapshot – January 2024

Under pressure.

Key markets overview

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In Credit Weekly Snapshot – 29 January 2024

After the gold rush.

Key markets overview

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In Credit Weekly Snapshot – 22 January 2024

Rehabilitated real estate.

Key markets overview

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In Credit Weekly Snapshot – 15 January 2024

Follow that...!

Key markets overview

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In Credit Weekly Snapshot – 08 January 2024
24 janvier 2024
Fixed Income Desk
Investment Grade Team
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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.

Eclairages connexes

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In Credit Weekly Snapshot – China in your hand

China's bond market appears remarkably strong, but the real story lies under the surface.
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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.
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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.
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Europe: better momentum but structural hurdles remain

Although global growth expectations fell after the Iran conflict started, US growth expectations have crept up.
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Global Head of Emerging Market Equities

From Monopoly to Age of Empires - Part II: AI and the new terms of trade: When intelligence becomes abundant, what remains scarce?

In From Monopoly to Age of Empires , we described a world fragmenting into competing technological and economic blocs. Technology, we argued, would not end scarcity.
8 septembre 2026

In Credit Weekly Snapshot – China in your hand

China's bond market appears remarkably strong, but the real story lies under the surface.
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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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