Published On: October 10th, 2024Categories: Trade Ideas
This report delves into the key developments in fixed income markets since the beginning of the year, focusing on the sharp rise in government bond yields following the Fed’s recent rate cut. Factors like robust US job data, rising fiscal deficits, geopolitical tensions, and soaring oil prices have fueled a sell-off in government bonds. Meanwhile, corporate and emerging market bonds have shown resilience, benefiting from favorable conditions. We aim to analyze the drivers behind current fixed income market volatility and explore what the future may hold.
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