Bond Bulletin: Lower oil prices and central bank repricing

Last week’s meaningful decline in oil prices, following the announcement of a peace deal memorandum between the US and Iran, intersected with a number of central bank meetings, including a hawkish US Federal Reserve. This week’s Bond Bulletin assesses the impact of these developments on government bond markets, and where the value might now be.

Bond Bulletin: Financing the AI buildout

AI-related bond issuance is rapidly becoming one of the most important areas of opportunity in corporate credit. This week’s Bond Bulletin explores how both the size and innovative structures of recent offerings are creating potential for alpha generation in primary markets.

Bond Bulletin: The duration game

The Middle East conflict has created new inflationary pressures but has so far done little to dent the US economy. As the labour market increasingly reflects this resilience, we examine the implications for monetary policy and US duration.