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October 2024 / GLOBAL FIXED INCOME

Ahead of the Curve

October 2024 / FIXED INCOME

Could a 5% 10-year Treasury yield be around the corner?

Could a 5% 10-year Treasury yield be around the corner?

Could a 5% 10-year Treasury yield be around...

Higher Treasury yields expected due to fiscal spending and Fed quantitative tightening.

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO


Previous Blogs

September 2024 / FIXED INCOME

Ahead of the Curve: The San Andreas fault of finance shakes the markets

Ahead of the Curve: The San Andreas fault of finance shakes the markets

Ahead of the Curve: The San Andreas fault...

Monetary tightening in Japan is rearranging global capital flows.

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

July 2024 / FIXED INCOME

Ahead of the Curve “Shadow banking system” creates a trickier path for...

Ahead of the Curve “Shadow banking system” creates a trickier path for...

Ahead of the Curve “Shadow banking system”...

Rise in nonbank lending drives banks to shift risk exposure

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

May 2024 / FIXED INCOME

Three Fed scenarios, same result: higher yields, steeper curves

Three Fed scenarios, same result: higher yields, steeper curves

Three Fed scenarios, same result: higher...

Ignore the noise. Very little has actually changed.

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

March 2024 / FIXED INCOME

Current Market Inflation Expectations are Ridiculous

Current Market Inflation Expectations are Ridiculous

Current Market Inflation Expectations are...

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

February 2024 / FIXED INCOME

Central Bank Rate-Cut Pricing is Eye-Catching But Deceiving

Central Bank Rate-Cut Pricing is Eye-Catching But Deceiving

Central Bank Rate-Cut Pricing is Eye-Catching...

The large number of priced-in 2024 rate cuts is an average of expectations across...

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

January 2024 / FIXED INCOME

Attractive Yields but Narrow Spreads: The Credit Dilemma

Attractive Yields but Narrow Spreads: The Credit Dilemma

Attractive Yields but Narrow Spreads: The...

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

November 2023 / GLOBAL FIXED INCOME

Avoiding False Signals in Wait for Peak U.S. Treasury Yields

Avoiding False Signals in Wait for Peak U.S. Treasury Yields

Avoiding False Signals in Wait for Peak U.S....

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

October 2023 / GLOBAL FIXED INCOME

Government Bond Issuance Boom to Pressure Yields Higher

Government Bond Issuance Boom to Pressure Yields Higher

Government Bond Issuance Boom to Pressure...

A flood of new global sovereign debt will affect market dynamics.

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO


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