Thank you! We have received your request. A member of our team will be in touch shortly to set up your complimentary access. You may also like Bonds Update Limited scope for further US HY spread compression US high yield (HY) corporate bond spreads have narrowed, on net, since the Iran conflict began, and look extremely tight by past standards. We don’t think they will narrow much further over the rest... 22nd April 2026 · 4 mins read Bonds Update EZ spreads won’t rise by much despite high debt levels A sustained re-opening of the Strait of Hormuz would probably mean euro-zone bond spreads narrow a bit further this year. What’s more, our base case is that spreads in Italy and France will remain... 20th April 2026 · 4 mins read Capital Daily Reopening of Strait leaves us close to our baseline scenario The announcement that the Strait of Hormuz will be reopened has extended this month's dual rally in stocks and bonds. We think both rallies have further to run if things progress broadly in line with... 17th April 2026 · 4 mins read Global Economics Update Caution is warranted on defence-driven growth The latest IMF analysis broadly corroborates the conclusion we reached a year ago that higher defence spending will not turbocharge economic growth. The near-term boost to output will be smaller than... 16th April 2026 · 3 mins read Pagination Previous … Page 10 Page 11 Page 12 Page 13 Current page 14 Page 15 Page 16 Page 17 Page 18 … Next
Bonds Update Limited scope for further US HY spread compression US high yield (HY) corporate bond spreads have narrowed, on net, since the Iran conflict began, and look extremely tight by past standards. We don’t think they will narrow much further over the rest... 22nd April 2026 · 4 mins read
Bonds Update EZ spreads won’t rise by much despite high debt levels A sustained re-opening of the Strait of Hormuz would probably mean euro-zone bond spreads narrow a bit further this year. What’s more, our base case is that spreads in Italy and France will remain... 20th April 2026 · 4 mins read
Capital Daily Reopening of Strait leaves us close to our baseline scenario The announcement that the Strait of Hormuz will be reopened has extended this month's dual rally in stocks and bonds. We think both rallies have further to run if things progress broadly in line with... 17th April 2026 · 4 mins read
Global Economics Update Caution is warranted on defence-driven growth The latest IMF analysis broadly corroborates the conclusion we reached a year ago that higher defence spending will not turbocharge economic growth. The near-term boost to output will be smaller than... 16th April 2026 · 3 mins read
