
bond markets
Articles related to bond markets


EUR Gains on Softer Dollar; GBP Faces Political and Fiscal Risks, HUF Weighs on Deficit Concerns
EUR/USD has held onto its gains this week – though that largely looks a function of the slightly softer dollar. Yesterday's release of the German ZEW expectations index for November was not particularly encouraging. However, the aggregate ZEW figure for the eurozone as a whole ticked up, questioning whether Germany is increasingly becoming an outlier.

Euro Swap Rates Poised for Modest Rise as Yield Curves Steepen
Improving eurozone hard data and a stable ECB mean the EUR swap curve should steepen from here. The complexity of estimating Dutch pension reform flows doesn't help the case for a steeper 10s30s. In the US, Treasuries are trading heavily in post-FOMC, and look like they can attempt to continue to do so

Euro Rates Hold Steady Amid Political Uncertainty, but Long-Term Pressures Point Higher
We doubt markets expect the French prime minister to find a solution by Macron's imposed deadline. With little else to work with, supply pressures might be leading on Wednesday. Overall, euro rates seem well-positioned for now, but over the long term, we see the 10Y swap rate settling at a higher level

US Payrolls at Risk Amid Shutdown, Eurozone Inflation in Focus
The Dutch central bank may start sending out more approvals for the transitioning of Dutch pension funds from a defined benefit to a defined contribution model this week. But with the 1 January transition date fast approaching, we may also start hearing about more delays. Meanwhile, a US government shutdown could weigh on economic sentiment

US Government Shutdown Risks, INR Industrial Data, and South Africa’s Budget Outlook

Stock Markets Set for Year-End 'Santa Rally' Amid Central Bank Rate Cut Optimism

Bond Market Anticipation: Navigating Rate Cycles, Liquidity Risks, and Geopolitical Headwinds in 2024

Slowing Inflation Signals Potential Rate Cuts Next Year: Insights by Michael Hewson (Chief Market Analyst at CMC Markets UK)

ESG Bond Markets: Slowing Growth in 2024 Amid Evolving Market Conditions

Rates Spark: Evaluating the Likelihood of a Shift in the Rate Cycle

European Central Bank's Potential Minimum Reserve Increase Sparks Concerns

Markets in Focus: Tech-Led Rise Boosts US Stocks, Dollar Stabilizes, and Key Events Awaited

Seizing Income Opportunities as Central Bank Tightening Peaks

Inflation Data Analysis: Will Key Numbers Prompt ECB's September Pause?

Swedish Krona's Plunge Amid Economic Challenges: Riksbank Rate Hike Expectations and Uncertain Future

US Inflation Takes Center Stage: Expectations and Impact on Markets

Late Friday US Sell-Off to Impact European Open: Market Analysis

Asia Morning Bites: Bank of Japan's YCC Policy Change Amid Tokyo Inflation Surge

Services PMIs and Fed Minutes: Analyzing Market Focus and Central Bank Strategy

Asia Morning Bites: Philippine Inflation and Singapore Retail Sales Awaited

Equity Markets: Reflecting on the First Half and Looking Ahead to the Second

Central Bank Dilemma: Balancing Balance Sheet Strategies Amid Cautious Voices and Inflation Pressures

Navigating Quarter End: Europe Aims for a Higher Start as Markets Show Resilience amid Geopolitical Concerns
