Global Fixed Income Blog

Weekly Cross Market Meeting Notes - May 20, 2025

Weekly Cross Market Meeting Notes: Global Fixed Income Currency & Commodities (GFICC)

Tech cycle – A top-down perspective of EM Asia

The Asia region is an important production hub of global semiconductors and its peripheral products, accounting for more than 50% of global markets share, with South Korea, Taiwan and Mainland China leading in production and innovation. In this blog, we explore the semiconductor landscape in Asia and assess the macro implications for the Asia technology (tech) cycle.

Weekly Cross Market Meeting Notes – May 13, 2025

Weekly Cross Market Meeting Notes: Global Fixed Income Currency & Commodities (GFICC)

FOMC Statement: May 2025

Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.

Weekly Cross Market Meeting Notes - April 29, 2025

Weekly Cross Market Meeting Notes: Global Fixed Income Currency & Commodities (GFICC)

China: Analyzing the 2025 fiscal plan amid rising AI and tariffs

In this blog, we discuss the fiscal package for 2025 against rising AI (artificial intelligence) and accelerated tariffs and assess the corresponding economic impact.

A Tale of Two Recoveries: The K-Shaped Path of U.S. Consumer Resilience

The situation around the consumer continues to be complex, with K-shaped outcomes persisting, necessitating rigorous and disciplined security selection in consumer credit investments.

FOMC Statement: March 2025

Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.

FOMC Statement: January 2025

Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.

GSE Reform Resurfaces: Challenges and Implications

Potential reform of the government-sponsored enterprises (GSEs) could have significant implications for investors, taxpayers, and the broader housing market.