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Chart Room: Credit markets look cautious to a (de)fault
Markets are pricing too much bad news into investment grade bonds, especially now that inflation appears to have peaked.
Chart Room: Interest rates won’t fix the euro’s problems this time
Chart Room: Interest rates won’t fix the euro’s problems this time
European IG: With volatility comes opportunity, but discipline is key
Recent price dislocations means the long run return potential of European investment grade bonds is positive, but prepare for continued volatility
Coronavirus: Seven themes to watch in bond markets
Ways to judge how long this episode may last.
Europe catches coronavirus: Inside the market sell-off
European equity and debt markets flipped from exuberance to pessimism after the coronavirus spread to Northern Italy.
ECB’s QE: Not enough to boost Eurozone bond markets
Modest size of ECB's new QE programme will be too inadequate to support the broader Eurozone government and corporate bond markets.
Another hot summer for Italian assets
After several months of relative calm and a strong performance, Italian assets have again come under pressure amid political turmoil.
ECB’s QE 2.0: Too much euphoria, too soon?
The current market euphoria around QE 2.0 and its expected impact on spreads might be misplaced.
April's Rich Pickings podcast: Arrivederci euro?
"The markets are yet to catch up with reality," says Head of Global Macro Economics and Investment Strategy, Anna Stupnytska.
Beware of the BuBBBle in investment grade
With the huge growth in the issuance of BBB-rated bonds, there are fears that downgrades could negatively impact the high-yield and credit market in 2019.
The Italian government surprises markets with plan to increase budget deficit
The Italian government threw down a gauntlet to the European Commission by announcing a spending-prone budget that defied expectations.
After a trip to Italy, market pricing looks too bearish
A recent road-trip to Italy has led me to believe that investors’ perception of the current situation is too bearish, especially around the budget.
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