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Article Wind against the tide 19 October 2018

Our title refers to a condition that frequently leads to rougher water. We see the market’s...

By Pierre-Yves Bareau
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Weekly Bond Bulletin A postcard from Bali 18 October 2018

Idiosyncratic stories in emerging markets are showing signs of improvement. Are tactical...

By GFICC Investors
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Weekly Bond Bulletin Clash of dollar forces 11 October 2018

The strength of the US economy is pushing rates higher, and the US dollar is following suit. But...

By GFICC Investors
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Weekly Bond Bulletin DM credit in season 4 October 2018

Developed market (DM) credit significantly outperformed government bonds in September. Given the...

By GFICC Investors
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Quarterly Fixed Income Views Global Fixed Income Views: Fourth quarter 2018 1 October 2018

Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly

By Robert Michele
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Weekly Bond Bulletin A breakthrough for Bunds 27 September 2018

The 10-year German Bund yield broke the 0.50% threshold for the first time since May. Does this...

By GFICC Investors
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