글로벌 고정수익 게시판

지속적인 무역 정책 불확실성에도 불구하고 경제는 회복력을 보였습니다. Broad Markets Fixed Income 팀은 이러한 역학 관계가 지난 한 달 동안 채권에 어떤 영향을 미쳤는지, 그리고 향후 시장에 어떤 영향을 미칠 수 있는지 분석합니다.

4월은 시작이 어려웠지만, 월말에는 시장 움직임으로 볼 때 그다지 눈에 띄는 변화는 없었습니다. Broad Markets Fixed Income 팀이 설명합니다.

변동성 확대는 세계 금융 시장에 영향을 미쳤으며, 미국 무역 정책의 명확한 방향을 기다리고 있습니다. 세계 무역, 통화 정책, 그리고 스태그플레이션 우려 증가에 미치는 영향을 분석하는 최신 글로벌 채권 관련 영상을 시청하세요.

The Broad Markets Fixed Income Team reflects on the events of March, but also discusses the market movements that transpired the first few days of April.

Amid risk of an escalating global trade war and ongoing geopolitical instability, we examine how fading U.S. exceptionalism, robustness of credit spreads and rising market volatility impact global fixed income markets in our latest video.

Things are changing fast and remain fluid. Whether it is for better or worse we do not know. The Broad Markets Fixed Income Teams explores the implications for investors.

While we wait for the White House to clarify policies that may influence financial conditions, we look in depth at why tariffs, monetary policy and credit fundamentals matter to global fixed income markets in our latest video.

While financial markets had a good January, the future remains quite murky. The Broad Markets Fixed Income Team explores.

Curious about the future of monetary policy, government debt and credit markets? Watch our latest video on the outlook for global fixed income markets in the coming year.

The last five years have been full of surprises. In their Bulletin, the Broad Markets Fixed Income Team reviews the past month and looks ahead to 2025.

How will bond markets decipher the true state of economy and the scale of the incoming administration's polies? The Broad Market Fixed Income Team explores.

What do changes in the global economy and policy uncertainty mean for fixed income markets in 2025? In our latest video, we discuss how these factors may influence markets and the steps we’re taking to navigate rising complexity in the upcoming year.

In his November video bulletin, Chief Investment officer Michael Kushma shares his thoughts on where fixed income markets may be heading now that the US presidential election has passed. Watch to find out why he’s focused on three key themes: Trumponomics 2.0, steepening yield curves and areas of opportunity for fixed income investors.

The Broad Markets Fixed Income Team explores the implications of the U.S. elections for bond investors.

Is market optimism about rates too high? Find out why high volatility potential and tight spreads are making us choosier about bonds.

The Broad Markets Fixed Income Team explores the impact of the Fed's Sepember rate cuts for fixed income investors.

When the Fed says "cut," investors ask "How deep?" Find out where we stand on current rate forecasts, plus our outlook for the credit market and the US dollar.

Fixed income put in another solid performance in August despite unprecedented volatility in the first two weeks. The Broad Markets Fixed Income Team explores.

Explore the latest expectations for Fed rate cuts, reasons to closely watch the US elections, and why we continue to favor short-duration credit.

Despite central bank’s reluctance to pre-commit to policy paths, bond investors’ optimism has increased. The Broad Market Fixed Income Team explores.