Distortions in the index-linked market have created the most compelling relative-value opportunity we have ever seen. The ...

Paramount Skydance’s (PSKY) recent $110 billion acquisition of Warner Bros. Discovery (WBD) was one of the largest corporate ...

One of the many major economic events so far this quarter has been the move in France government yields. This is best ...

When talking about the right or left in Latin America we need to make an important differentiation between what Latinos define as right or left versus Europeans. This is because, in Latam, the “right ...

Sign up to the Bond Vigilantes mailing list to ensure you never miss a great article from our expert Bloggers. We will email all new articles to your inbox, meaning ...

The record breaking $55bn leveraged buyout (LBO) of Electronic Arts (EA) is expected to close this year. But in a twist that could madden bondholders, EA is tendering for its bonds well below par ...

With headline-dependent oil price hovering at +/-10% around $100 per barrel, the rates market has been rapidly repricing as bond investors continue to analyse the impact of oil on inflation, monetary ...

The increasing liquidity squeeze in the Kingdom of Saudi Arabia’s (KSA) financial system has been causing heightened levels of debate for some time. A growing economy and the financial demands of the ...

With geopolitics taking centre stage, the seismic tremors of Stablecoin activity go largely unnoticed. Stablecoins sit at a fascinating intersection of finance and technology. They promise the speed ...

Across much of the developed world, governments are spending an increasing share of their tax revenues servicing debt. Source: Federal Reserve Economic Data The era when debt could rise indefinitely ...

We’ve spent nearly two decades on this blog exploring the economic outlook, and history shows that this is especially relevant for active bond managers. Currently, risk markets are priced for a benign ...

In an era of rising geopolitical tensions, many nations are ramping up defence spending to bolster security. However, for countries already burdened with high debt, this creates a fiscal dilemma: how ...