All in all, next week’s ECB meeting promises to have all the ingredients of a typical family gathering at Christmas: ...

Bangko Sentral ng Pilipinas (BSP) lowered its policy rate by 25bp to 4.5%, in line with expectations, citing benign inflation ...

The recent FOMC meetings share a theme: rates are converging toward what appears to be a landing zone on several fronts, even if only temporarily. The balance sheet is now on freeze (there is a floor ...

Fed members suggest just one further cut is their 2026 central projection, but risks are skewed towards more cuts ...

European government bonds will likely see more convergence amid Germany's fiscal expansion and consolidation efforts bearing ...

In fact, over the past year, the 10yr yield has averaged 4.3%, while core inflation has averaged 3%. That’s an average ...

Whilst the front end of the swap curve remains relatively anchored as the ECB stays on hold, longer rates should still drift ...

Our reversion to normal for 2026 is akin to a desperate 'I'm okay!' It's a normal that's far from boring, as it treks a ...

Sovereign, supranational, and agency (SSA) spreads sit at tight spreads versus core sovereigns. Heavy Bund supply and still ...

Sector details offer few surprises: the year-to-date trend confirms marked weakness in transport equipment and textiles, while pharmaceuticals and electronics performed well. The modest decline in ...

USD IG corporates issued US$105bn, up from US$99bn in October, making November the third strongest month of 2025. Year-to-date corporate supply reached US$913bn, substantially ahead of 2024 YTD ...

China's consumer price index inflation rose to 0.7% year on year in November, up from 0.2% in October. This was broadly in ...