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The Fed can’t paint over the cracks for long
Fidelity International's Chief Investment Officer for fixed income on what the SVB collapse means for the Fed and monetary policy.
Chart Room: Rewriting the yen narrative
We think recent tweaks to the Bank of Japan's yield curve control policy could reset the narrative and pave the way for yen appreciation.
Bonds are back in town
For over a decade, one of the main cards in investors’ pack - solid and steadily yielding government bonds - has been off the table. That era has ended.
ECB hikes 50bp but window to hike further is closing
The ECB finally raises interest rates
The Investor's Guide to China podcast: Debt
With debt continuing to be a very strong focus for investors, it’s important to differentiate between good debt and bad debt.
Russian and Ukrainian debt comes under pressure
Our base case from a fixed income perspective is now for a more severe and protracted conflict.
Chart Room: Fingers in the punch bowl
Central bankers seeking to deploy rate hikes against inflation risk collateral damage as tighter policy threatens already swollen debt servicing costs.
Chart Room: A Goldilocks spot for inflation-linked bonds
We see a sweet spot in inflation-linked bonds with maturities ranging from 1 year to 10 years.
Chart Room: China government bond yields catch their breath
Chart Room: China government bond yields catch their breath
A to-do list for Japan’s next prime minister
Ensuring fiscal and monetary policy continuity while overseeing Japan's response to the Covid-19 crisis will be top priorities for Shinzo Abe's successor.
The Italian government surprises markets with plan to increase budget deficit
The Italian government threw down a gauntlet to the European Commission by announcing a spending-prone budget that defied expectations.
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