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Government Bonds

Thoughts on the shape of the curve
TwentyFour Blog | Read | 4 min 8 Aug 2023

Thoughts on the shape of the curve

Felipe Villarroel takes a look at how inverted government bond curves are at the moment and how previous episodes of normalisation have unwound, as curves normalised, exploring the possibilities of how the unwinding process could happen and how long it could take.

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TwentyFour Blog | Read | 4 min 24 Feb 2023

Are markets finally following the Fed?

With 2023’s rally halted by the Fed’s hawkish messaging, Felipe Villarroel questions whether markets read the recent jobs data correctly and looks at what it means for terminal rate expectations.

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First results from great QT experiment are positive
TwentyFour Blog | Read | 3 min 17 Jan 2023

First results from great QT experiment are positive

With many market participants fearing the impact of quantitative tightening (QT), Johnathan Owen looks at one central bank’s early experience of actively selling bonds to investors.

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Fed still on narrow path to soft landing
TwentyFour Blog | Read | 2 min 10 Jan 2023

Fed still on narrow path to soft landing

Recent employment data suggests the US economy may escape with a soft landing, a welcome boost to market sentiment in the early days of 2023, says Eoin Walsh.

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TwentyFour Blog | Read | 15 min 6 Dec 2022

The Rodney Blog 2023: A return to returns

In our annual ‘Rodney Blog’, Eoin Walsh says that with rates now offering both yield and downside mitigation, and credit yields at near-decade highs, fixed income investors could enjoy strong returns in 2023

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Hint of cooling inflation can restore stability
TwentyFour Blog | Read | 3 min 14 Nov 2022

Hint of cooling inflation can restore stability

With a US inflation print finally coming in below expectations, can investors start to picture decent returns again? Or will this latest relief rally prove another false dawn?

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TwentyFour Blog | Read | 3 min 1 Nov 2022

UK risk premium looks too steep with stability restored

With Rishi Sunak and Jeremy Hunt leading a more fiscally conservative UK government, Johnathan Owen checks in on sterling asset valuations and argues the UK premium is overcompensating for underlying risks.

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ECB echoes subtle change in central bank tone
TwentyFour Blog | Read | 3 min 27 Oct 2022

ECB echoes subtle change in central bank tone

While central banks remain committed to battling inflation with big rate hikes, George Curtis detects a clear change in tone which has seen market expectations of terminal rates tumble in recent days.

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is the uk mortgage market closed
TwentyFour Blog | Read | 2 min 27 Sep 2022

Is the UK mortgage market ‘closed’?

With UK banks pulling mortgages from the market, Douglas Charleston explains why this doesn’t reflect any fundamental weakness in the UK banking sector, but rather the uncertainty created by the sharp moves in UK rates.

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TwentyFour Blog | Read | 3 min 26 Sep 2022

UK learns confidence needs communication

With the UK’s mini-Budget sending its currency and bonds into freefall, Gordon Shannon says both the government and the Bank of England need to learn the importance of communication with the markets.

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What does market turmoil mean for UK economy?
TwentyFour Blog | Read | 3 min 26 Sep 2022

What does market turmoil mean for UK economy?

With reaction to the UK’s mini-budget roiling markets for a second day, Felipe Villarroel looks at what higher rates and a weaker currency mean for the UK economy.

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Abandon all hope ye who enter here size
TwentyFour Blog | Read | 2 min 5 Aug 2022

"Abandon all hope ye who enter here"

With the Bank of England doling out a double dose of doom on UK inflation and growth on Thursday, Eoin Walsh says it is refreshing for investors to get such a candid assessment from a central bank.

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