Only transitory? Look at real yields!

Eric Vanraes explores the latest shakeups in the US, Europe and China, focusing on their influence over fixed income markets.

A reverse taper tantrum?

Eric Vanraes describes the current fixed income environment and the continuing wait for the Fed to make a decision on tapering.

Long bonds send a message

Eric Vanraes explores the changes in the economic environment and how these could impact the future of inflation and growth.

The Fed is cautiously hawkish

Eric Vanraes explores fixed income instruments and how the future looks for the US in credit and employment.

A tapering without taper tantrum

Eric Vanraes reviews macroeconomic events and their impact on US Treasuries.

Inflation fears are declining

Eric Vanraes discusses the reduction in inflation fears and continuing dovish policy in Europe.

Central banks and inflation

Eric Vanraes discusses the responses of Central banks in relation to market sentiment.

A reflation sell-off

Eric Vanraes explores the reasons behind the US Treasury Yield increase and looks to future buying opportunities.

2021, the reflation year?

Eric Vanraes discusses the political developments in the US and the three key factors affecting financial markets.

Two major deals for Christmas

Eric Vanraes explores the driving factors influencing the bond market in December.

Three vaccines and a rally

Eric Vanraes reviews the vaccine developments and the US Presidential election result, noting the positive effect these have had on credit spreads and why hybrid debt was a clear winner for investors in a month of market rallies.

The Fed remains key driver ahead of US elections

Eric Vanraes discusses how the Fed and European Central Bank have both emerged victorious with long-term government bond yields increasing substantially in October.