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.

Bond Bulletin: EM local debt - Value after the rate repricing

Amid the continued closure of the Strait of Hormuz, concerns around energy supply disruption and the potential pass-through into inflation have quickly fed into global central bank pricing. In this week’s Bond Bulletin, we assess whether the resulting repricing has created value in emerging market (EM) local debt, and whether investors are being adequately compensated for the risk of a more persistent inflation shock.