Analysis: Interest Rates

Bumpy ride for US corporate bond spreads expected in 2025

It could be a bumpy ride for U.S. corporate bond spreads in 2025, with investors and strategists expecting more market volatility, as the new Trump administration implements a reform agenda that could...

TCW Sticks to Bond wager Despite Losses

TCW Group's Bryan Whalen is sticking to a call that most others on Wall Street abandoned after piling up losses. The Federal Reserve's elevated interest rates, he insists, are bound to crack the...

Inflation a Bit Stuck, Bonds at Reasonable Level: Dudley

William Dudley, a Bloomberg Opinion contributor and former president of the Federal Reserve Bank of New York, discusses the outlook for Fed policy and the fixed income market on Bloomberg Open...

Interest rates: Christine stays the course

As widely anticipated by the financial community, the European Central Bank cut its main key rates for the third time in a row. It has to be said that the European economy is in dire need of a...

BondBloxx COO on Private Credit CLO ETF (PCMM)

BondBloxx COO and Co-Founder Joanna Gallegos discusses the BondBloxx Private Credit CLO ETF which focuses on CLOs which hold loans of middle market companies. She speaks with Scarlet Fu, Katie...

Rates: Easing is the order of the day

Goldilocks?-style macroeconomic statistics continue to please investors, supporting the rise in equity markets on the one hand, and the easing of interest rates on the other. For the time being, fears...

French stock, bond investors brave government collapse

LONDON -French stocks and bonds steadied on Thursday, after a widely expected no-confidence vote toppled the government and plunged the euro zone's second-biggest economy further into political...

Duration Risk 'Not Priced Properly' Into Bonds: Graham Capital's Tropin

Kenneth Tropin, chairman and founder at Graham Capital Management, discusses expected market reactions to President-elect Donald Trump's economic policies and how fiscal concerns can impact the...

Bond Vigilantes Are Watching Many Countries: Seema Shah

Seema Shah, chief global strategist at Principal Asset Management, sees expectations for the European Central Bank to be cutting rates far more aggressively than the US as a reason to be overweight...

US equity funds attract inflows for fourth successive week

U.S. investors poured money into equity funds in the week ended Nov. 27, buoyed by the naming of officials for the new Trump administration and a fall in Treasury yields, which alleviated concerns...

Rates: Time to shake things up

Between the two, my heart sways. Clearly, this could be the current mantra of investors, who have never been so undecided about the next steps in US monetary policy. It has to be said that Jerome...

Trump's big tax-cut plans could be slowed by a wary bond market

Donald Trump's Republicans are promising to hit the gas next year when they assume full control of the U.S. Congress, with little to stop them from executing the president-elect's promises to slash...

Bond futures bounce on Bessent pick for US Treasury

Bonds rallied, U.S. stock futures rose and the dollar eased in early trade on Monday as investors cheered the appointment of fund manager Scott Bessent as the next U.S. Treasury secretary, figuring he...

South African rand slips ahead of interest rate decision

South Africa's rand slipped on Thursday ahead of an interest rate decision by the central bank. At 0736 GMT, the rand traded at 18.15 against the dollar, 0.2% weaker than its previous...

Bond Market in Wait and See Mode: Sonal Desai

Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai gives her outlook of the US bond market and says it's 50/50 for the Fed to cut rates in December. She speaks with Sonali Basak...

Non-recessionary rate-cutting cycle should support credit, Pinebridge says

Asset manager PineBridge Investments said in a report that it is seeing the start of a rare non-recessionary interest rate-cutting cycle that should support performance of fixed income assets like...

Rates: Ambient skepticism

And that's three. After the White House, the Republicans won the House of Representatives and the Senate, giving the future 47th President of the United States the means to develop his policies....

Inflation worries come back to haunt bond strategists after Trump victory

Donald Trump's presidential election win has forced bond strategists to make a material change in their outlook towards higher longer-dated Treasury yields, a Reuters poll found, as the risk of a U.S....

Rates: This time, we're there

Donald Trump's election to a second term in office has propelled US stock markets to record highs, while pushing bond yields higher. So much so that the 10-year is now at a crossroads.