Markets Recon

Fixed Income

Investment analysis for yield and duration-focused investors

+118 New this week
11:16 GMT Last indexed
Trending in Fixed Income

What allocators are reading now.

Macro · Fixed Income

Fed holds, but Treasuries rally on safety

Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. The Fed held rates steady, oil prices climbed and Middle East tensions kept investors on edge. Here is what we think fixed income investors should watch next.

The archive

All Fixed Income insights.

Source Title Topics Published Actions
Invesco What the 2026 US midterms mean for APAC markets
State Street Investment Management Beyond individual bonds: Why target maturity ETFs may be a better way to build bond ladders
LSEG Emerging Asia (ex China) government bonds monthly
State Street Investment Management Private credit beyond the headlines: the case for investment-grade exposure
Macrobond Financial What Markets Do After Elections
World Gold Council Gold Demand Trends: Q3 2026
Amundi Central banks hold rates steady as inflation, AI investment and growth risks reshape markets
CBRE Business Insights | European Flex Market Report 2026
TrinityBridge First, do no harm
Columbia Threadneedle Investments In Credit Weekly Snapshot – Tech it to the limit
Franklin Templeton Emerging Markets Insights: Big Tech AI Spending
Franklin Templeton Take a deep dive into activity in the municipal bond market over the past week.
LSEG A yen to carry or time to hedge?
AllianceBernstein Why Japanese Government Bonds Deserve a Second Look
Bank of America Must Read Research: Earnings, AI Credit & Tesla-SpaceX
BMO Global Asset Management Fixed income backed by the everyday, real economy
CF Benchmarks Crypto Slides On Hike Fears And Binance Theft
KAR Investment Management What Higher Rates Mean for Mid-Cap Businesses
MetLife Investment Management Asia Pacific Investment Grade Bonds: Q3 2026 Recap & A Look Ahead
New York Life Investments October Flashes Signs of Seasonality
PGIM Real Estate Securities Market Review
PNC PNC’s Perspective on Recent Economic and Business Themes
S&P Global Middle-Market Loan Recoveries Rebound From Recent Lows
S&P Global Israeli Insurers Diversify Beyond Underwriting To Seek Growth And Mitigate Risks
S&P Global Tanker fleet growth threatens freight boom, bullish secondhand markets: analysts

It seems you have limited access to our data as you are not signed in. Either sign in to access your account, or register an account for free to gain access!