Oil prices and the outlook for US corporate bonds

Although we expect a significant fall in the price of oil to put some pressure on the energy sector of the US corporate bond market, we expect spreads more generally to remain quite low in the next few years.
Bethany Beckett Assistant Economist
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EM Markets Chart Book

We think China’s equities will continue to struggle

Even if the current concerns around Evergrande abate, we think China’s stock market will continue to underperform many of those elsewhere over the next couple of years.

Drop-In: Evergrande – What are the risks to China and the world? Chief Asia Economist Mark Williams and Senior China Economist Julian Evans-Pritchard will be joined by Senior Markets Economist Oliver Jones to take your questions about the Evergrande situation. They’ll be covering the implications of collapse for China’s financial system and growth outlook, and assessing the global markets fallout. Register here for the 0900 BST/1600 HKT session on Thursday, 23rd September.

22 September 2021

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Inflation & the outlook for bonds in the US, UK & E-Z

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Japan’s stock market may not go from strength to strength

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More from Bethany Beckett

Capital Daily

US payrolls and Treasury yields

Although the 10-year Treasury yield hardly moved after today’s release of the US Employment Report for June, we still expect it to resume its rise before long.

2 July 2021

FX Markets Update

Weighing up the prospects for the NOK

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1 July 2021

Capital Daily

We think that returns from US corporate bonds will underwhelm

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22 June 2021
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