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Fixed Income

Japan's Bond Market Brace for Decade-High Supply as BOJ Tapers Purchases

Get ready for a flood of Japanese government bonds. Investors are facing a perfect storm of rising interest rates and a massive increase in bond supply as the Bank of Japan (BOJ) scales back its bond purchases, reports Bloomberg. The Ministry of Finance typically releases its debt issuance plans in

UK Bond Market in Turmoil as BOE Rate Path Remains Unclear

Long-term UK government borrowing costs are approaching their highest levels since 1998, with investors grappling with uncertainty over the extent to which the Bank of England (BOE) will cut interest rates next year, reports Bloomberg. The yield on 30-year bonds surged to 5.16% on Friday, marking the highest close

China's Short-Term Bond Yields Plunge to 2009 Low Amidst Easing Policy

China's short-term sovereign bond yields have plummeted to their lowest levels since the 2008 global financial crisis, reports the Financial Times, as concerns over weak domestic demand bolster bets on further central bank easing. The yield on one-year bonds fell to 0.92%, marking a 14-year low, while

Italy's Bonds Poised for Gains as German and French Uncertainty Grows

While Italy's economic growth stalls and its debt burden continues to rise, investors are increasingly drawn to the country's government bonds, reports Reuters. This unexpected shift in sentiment stems from a growing perception that Rome's political landscape is far more stable than those in

JPMorgan Shifts Focus to Australian Bonds as European Rally Cools

The remarkable run in European government bonds is nearing its end, prompting JPMorgan Asset Management to shift its focus to Australia, reports Bloomberg. The firm's portfolio manager Kim Crawford believes that further gains in European debt are limited, given that interest rate cut expectations from the European Central

Dollar's Trump-Fueled Rally Faces Looming Reality Check

The dollar's meteoric rise this year, fueled by President-elect Donald Trump's victory and aggressive Fed rate cuts, is poised for a significant reversal in the latter half of 2025, warn strategists from Morgan Stanley to Societe Generale, as reported by Bloomberg. Despite the greenback's

Bond Traders Take Cautious Stance Ahead of Key Inflation Data

Bond market traders are adopting a more neutral stance ahead of Wednesday's release of US consumer price index (CPI) data, a crucial factor in shaping expectations for future Federal Reserve interest rate cuts, reports Bloomberg. This shift follows a three-week rally in US government debt. JPMorgan Chase &

Colombia Bond Market Roiled by Petro's Budget Overhaul

Colombian President Gustavo Petro's recent budget overhaul is causing significant unease among global investors, leading to a selloff in the country's bond market, as reported by Bloomberg. The move, which shifts more revenue and spending to regional governments, has fueled concerns about Colombia's long-term

Asian Bonds Suffer Outflows Amid US Election Uncertainty

Foreign investors pulled funds from most Asian bond markets outside of China in October, driven by caution ahead of the US presidential election, reports Mint. The potential for a Donald Trump victory, which ultimately materialized, fueled concerns about increased inflation due to Trump's proposed tariffs and tax cuts.

US Companies Rush to Tap Post-Election Bond Market

Corporate borrowers are flooding the US bond market, capitalizing on exceptionally favorable conditions following Donald Trump's re-election victory, reports the Financial Times. This week alone, companies have raised over $50 billion, exceeding bankers' expectations and marking the busiest week since September. This surge in activity is attributed