The rally in emerging market (EM) “junk” bonds has continued unabated in recent days, but we think that this year’s strong gains may soon go into reverse. That alone would probably be enough to cause...

Following the implementation of new US money market regulations on Friday, US interbank rates might fall back a bit. While this could prompt some renewed demand for long-term Treasuries from foreign...

The heightened economic and geopolitical uncertainty that would follow a victory for Donald Trump in November’s US presidential election would surely see the dollar weaken against traditional safe...

It is sometimes argued that government bond yields in the advanced economies have been driven down to very low levels by exceptionally loose monetary policy and that yields are bound to soar once...