Created by Bilal Chaudhry
Timely updates on global sovereign and corporate bond yields, spreads, issuance, and policy
Explore the latest content tracked by Global Bond Insights
Korean large corporates are shifting from bond markets to bank loans as company bond yields exceed loan rates, driving a 25 trillion won surge in corporate borrowing. Banks facing household lending curbs are actively stepping in to meet the demand.
Tight credit spreads are defying the typical early recession signal from widening gaps between corporate bond yields and risk-free treasuries.
Larry McDonald warns markets may enter a new inflation shock regime similar to late 2021, when equities fell 35-40% once inflation was viewed as...
A new—and wrong—consensus has formed that the Federal Reserve will not cut rates in 2026 and may even need to raise them. Kevin Warsh is highlighted as the figure positioned to challenge this view.
RBI's June 5 measures to stabilize the rupee cut corporate borrowing costs 40-45 bps, triggering a $3.24B debt rush.
The bond market repriced meaningfully higher with the 10-year yield shifting from 4.25% to a new center around 4.50%, now embedding the possibility of...
Bond yields respond to multiple forces including the supply of bonds, real economic growth pace, and the focus of Federal Reserve officials.
Recent Treasury auctions for 10- and 30-year debt show investors pricing in several years of elevated inflation, pushing short-term yields up sharply...
Corporate credit has shown resilience through early 2026 volatility, reversing a sharp but brief spread widening. As the AI theme reshapes fundamentals, investors should stay selective.
Bloomberg's new U.S. Corporate Investment Grade Duration Hedged Index futures give institutional investors a tool to retain credit exposure while...
UK gilt yields fell across the curve on Tuesday, with the 5-year dropping most sharply to 4.479% amid stronger investor appetite for...
China's running 12-month trade surplus has climbed back to about $1 trillion, with May export and import growth both exceeding consensus forecasts.
Financial markets are signaling deterioration in growth and weakening liquidity as the dominant risks, not inflation, despite policymakers discussing...
Tech giants have issued a record $159B in bonds through early June 2026—already surpassing 2025's full-year total—to fund AI infrastructure, pushing...
Michael Green flags unrealized losses on long-duration bonds bought in the low-rate era now sitting far below par on bank balance sheets.
Warsh's rejection of forward guidance may lead to shorter statements and fewer press conferences, injecting fresh uncertainty into rate expectations...
Global bond yields have reached multi-year highs as investors confront persistent inflation and shifting policy outlooks.
