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  • No, you haven’t missed the fixed income rally
  • Are storm clouds gathering over the UK housing market? Part two…
  • AroundTown: bad call (again)
  • Fed still on narrow path to soft landing
  • Is pricing AT1s to call back in vogue?
  • High starting yields to boost IG demand
  • AroundTown: bad call
  • The Rodney Blog 2023: A return to returns
  • Time to extract Europe’s elevated bond spreads
  • First results from great QT experiment are positive

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Government Bonds

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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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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24_2022-09-26_Second_Blog_Teaser
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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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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The Fed and the flows are looking at inflation head-on teaser
TwentyFour Blog | Read | 2 min 4 Jul 2022

The Fed and the flows are looking at inflation head-on

After H1 2022 broke market records for all the wrong reasons, Gary Kirk says fixed income outflows could reverse quickly if investors see evidence that central banks are turning the tide on inflation.

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Treasuries to stabilise amid aggressive Fed hiking
TwentyFour Blog | Read | 2 min 27 Jun 2022

Treasuries to stabilise amid aggressive Fed hiking

With Fed rate hikes continuing and the economy progressing into late cycle stages, Mark Holman presents his expectations from the Fed going into the second half of the year and explains why he believes Treasuries can provide the protection investors may need.

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