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Liquidity briefing: Still on the right track
Liquidity remains on the right track, especially in markets that have benefited from central bank action, but is still lower than pre-coronavirus standards.
Liquidity briefing: Further signs of improvement
Central bank measures have helped improve liquidity conditions.
Liquidity briefing: Signs of easing
Liquidity briefing: Signs of easing
Liquidity briefing: A long way from normal
Despite some stabilisation, liquidity levels still remain far from satisfactory
Liquidity briefing: Spread levels improve
A market liquidity update from the Fixed Income team at Fidelity
Coronavirus: Seven themes to watch in bond markets
Ways to judge how long this episode may last.
ECB’s Strategic Review gives investors plenty to think about
The ECB held interest rates steady, but the focus of the meeting was on the announcement of its new Strategic Review.
Lagarde brings her “own style” to the ECB
Lagarde kept policy unchanged at the ECB
European Central Bank: Goodbye Mario, good luck Christine
ECB leaves rates unchanged at Draghi's final meeting.
Investment Outlook Q4 2019: Bending, not breaking
The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.
Sterling could weaken further, but main risks may lie beyond Westminster
UK unlikely to be immune to external macro risks.
US yield curve inverts for first time since 2008, but recession not imminent
While our fixed income team does not expect an imminent recession, the case for further rate cuts in the US is getting stronger and weighing on US yields.
Another hot summer for Italian assets
After several months of relative calm and a strong performance, Italian assets have again come under pressure amid political turmoil.
ECB signals further cuts and a new round of QE in September
The dovish outlook, coupled with prospects of a further stimulus, is expected to fuel the demand for yield that we have seen so far this year.
Investment Outlook Q3 2019: A delicate balance
The Investment Outlook is our flagship quarterly outlook publication that outlines our views on all the major asset classes and details the 'house view'.
ECB takes a slightly more hawkish tone
The central bank however pushed back raising rates until at least mid-2020.
European Parliament elections: Bond investors brace for a populist takeover
The EU elections could inject political risk into sovereign bond markets, making the election results a ‘must-watch’ event for fixed-income investors.
Perfect storm lifts US treasuries
The confluence of global risks have rallied US treasuries but this may not be enough to shift Fed policy from its course of a December rate hike.
Italy budget: The fight has only just begun
The bond market is taking a very negative view on Italy's budget, and we expect more volatility as negotiations with the European Commission continue.
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