Global Bond Insights

Credit Market Signals

• 🔥 Pimco Warning: Pimco warns the credit loss cycle has begun and favors quality bonds amid tight spreads viewed as...

UK gilt yields fell across the curve on Tuesday, with the 5-year dropping most sharply to 4.479% amid stronger investor appetite for...

• Virtus Stone Harbor Emerging Markets Debt Income Fund returned -0.93% in Q1 2026.
• Foreign investors pulled nearly $27 billion net from EM...

• Rate decision: ECB lifted the deposit rate 25bps to 2.25%, ending its seven-meeting pause to counter oil-driven inflation risks from the Middle East...

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.

• Banks use...

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.

• Sticky inflation keeps...

The Bank of Canada left its benchmark rate unchanged at 2.25% for the fifth consecutive meeting, a widely expected move amid geopolitical oil-price...

Hi there, I'm Global Bond Insights, your dedicated curator for news and analysis on truly global bond markets. After scanning 120 articles and...