This page is dedicated to research articles on primary fixed income markets. For further information please contact Dan Barnes.
INSIGHTS & ANALYSIS
Insights & Analysis: UBS: Opportunity to “lock in rates higher” ahead of cuts
Fed governors appear to be leaning into a more dovish approach ahead of expected rate cuts this September, UBS observed in a research note, predicting a total 100 basis point (bps) cut over the...
Insights & Analysis : Makeup removal time for Powell at Jackson Hole
The Fed chair, Jerome Powell, used the annual Jackson Hole Economic Symposium on 22 August to confirm a formal reset of the Fed policy framework, abandoning the average-inflation “make-up” strategy, removing Effective Lower Bound...
Insights & Analysis: Weakened US economy and tariff uncertainty unsettles corporates
Trump’s long-dreaded and much-amended tariffs increased the US tariff rate to more than 18% this month – up more than eightfold on 2024’s levels. The country has seen its growth rate slip to below-trend...
Insight & Analysis: Municipals’ primary and secondary markets hit records
According to Sifma data, municipals’ primary markets issued a record US$162.8 billion of new debt in the second quarter of 2025, eclipsing the previous quarterly high of US$142.2 billion set in Q3 2024.
The...
