Bond moment

Abracadabra

Do the central banks have superpowers? And how would they affect bond markets? This is the magic trick explained by Catherine Reichlin today.

Bond moment

The love boat

Catherine Reichlin talks about credit markets and its reaction to the announcement that the Fed could end its credit facility programme. The symptomatic example of Carnival shows the ambient optimism linked to the materialisation of a vaccine but also to the certainty that at the slightest stress, governments will intervene again.

Bond moment

Forced diet

Catherine Reichlin, our Head of Research, talks about bond scarcity and how this impacts investors... and more particularly the conservative ones. Listen to her Bond Moment to start your week.

Bond moment

Bear with me

In today's Bond Moment, Catherine Reichlin evokes Russia's great comeback on the euro bond market. An interesting tactical choice with a timing that is rather based on political considerations (American elections) than economic or financial ones.

Bond moment

In the Pocket

The Reserve Bank of Australia has been quite shy in terms of market measures so far. Until now. Catherine Reichlin takes us through the decisions taken in Australia.

Bond moment

SURE...veillance

In her Bond Moment, Catherine Reichlin focuses on the new SURE bonds issued by the EU. They come with a number of constraints, which will raise new challenges due to the large amount of data to be processed.

Bond moment

SURE bond

How is the European bond market doing so far in 2020? New issues have been flooding and sustainability has become unavoidable. Listen to Catherine Reichlin's analysis in today's Bond Moment.

Bond moment

Marriage of convenience

In her Bond Moment, Catherine Reichlin discusses the current rebound in the credit markets and questions its continuation into a significant rally.

Bond moment

Green wave

The "build back better" trend and "green ambitions" are boosting the market. New more respectful bonds allow investors to know how their money is invested. This trend speaks for more integration and support to transitioning companies. In her Bond Moment, Catherine Reichlin addresses the "green wave" in a constructive and optimistic manner.

Bond moment

The End of the Curve

This week, Catherine Reichlin discusses the very long-end of the US yield curve and why investors are taking the duration risk.

Bond moment

Like a Camel

This week, Catherine Reichlin looks more deeply into the subject of Egypt's debt, and details all of the country's initiatives in the bond world and beyond.

Bond moment

THE LONGER THE BETTER

For the first time, Abu Dhabi issued a 50-year maturity bond. Catherine Reichlin tells us more about it and gives us some hints to better understand in her weekly Bond Moment.

Bond moment

Return of the Fallen Angels

Back to the theme of "Fallen Angels", those companies downgraded by the rating agencies. Catherine Reichlin proposes an update of this category.

Bond moment

Facing the wall

The American high-yield market is back on positive ground in a historic way! But does this mean that all is well? Catherine Reichlin tells us more about this race forward.

Bond moment

Google's ESG Alphabet

Today, Catherine Reichlin addresses sustainable bonds and, more specifically, the gigantic bond issued by Google earlier this month. To do good or to look good, what is Google's main motivation? This Bond Moment invites us to look at sustainable and social finance with an open yet critical eye.

Bond moment

A giant is born

In her Bond Moment, Catherine Reichlin breaks down the birth of a historical new giant in the European fixed income market : the EU. This event will change the landscape in the fixed income market in Europe, but how and why exactly? Let our expert tell you more!

Bond moment

Rocking boats

In her weekly Bond Moment, Catherine Reichlin talks about the worrying creativity of bond markets, and junior bonds with collateral in particular. Indeed, they raise various questions - such as "who could buy back the cruise ships?" in the Carnival example - and are beating out traditional senior debt holders. We are definitely in a strange and creative world.

Bond moment

Social is the new green

In her Bond Moment, Catherine Reichlin addresses current booming bonds : social bonds. The field of possibilities is as wide as for green bonds ! Learn more about this trendy subject in Catherine Reichlin's new video.

Bond moment

Welcome to Paradox

In her Bond Moment, Catherine Reichlin today addresses a paradoxical situation in bond markets... Indeed, while credit fundamentals of companies are deteriorating, investment grade bonds continue to rally further and further. How come?

Bond moment

And now be creative

Facing the consequences of the pandemic, countries will need to be creative to attract money. How exactly ? Catherine Reichlin speaks about creativity in her Bond Moment.