Bonds Analysis & Opinion

Hungary’s mysterious talks with IMF and EULast week the Hungarian government suddenly announced that it had initiated talks with the IMF about a new loan. This has happened after the populist...

Tap of SGBi3108 at the auction on Thursday, SEK750m. Just as we argued in the last edition of our Index-linked Report (on 26 October) the Swedish real rate curve has flattened relative to the German...

As evidenced by the poor showing for German bonds at today’s Bundesbank bond offering, it is obvious for all to see that the debt contagion tide is now threatening Germany’s coastline. ...

The theme remains the same for the Fixed Income market. Euro-yields continue to balloon. This morning’s Spanish T-bill auctioned happened to hit a 14-year yield high as political uncertainty...

As yield rates for France’s sovereign debt climbs to levels most analysts feel to be unsustainable, the country’s triple A credit rating is firmly in the sights of the major ratings...

With the Democrats and Republicans “Super committee” at an impasse on how to reduce the US deficit, the biggest rally in government bonds in three-years shows no signs of abating even as...

I’ve been amazed at the ineptitude of the European leaders. Not just the political ones. The actions and statements by the ECB have been counterproductive. The ECB has directly contributed to...

Market comment:The debt crisis continues and Italy remains the biggest worry as sovereign yields continue to stay at very elevated levels despite the ECB buying sovereign debt during the week. The...

The European rescue efforts have so far failed to stabilise the financial markets. In our view, the ECB is the only institution able to alleviate the market stress. This is already apparent from the...

As the ECB currently tries to help PIIGS countries by keeping yields on government bonds down, it does so via the securities market programme (SMP). Rising rates on government bonds of course...

Note from dshort: With today's selloff in equities, the flight to safety (and accompanying decline in yields) was again driven by the fear of Eurozone contagion.The Federal Reserve officially...

Markets await Spain & French bond actions, UK Oct retail sales stronger than exp, Today's Premium Insights are due before the US opening bell.SPAIN AUCTION RESULTS around 9:40 GMT=====Spain plans...

Things have got a lot worse for Europe in the last week, not only are Italian bond yields back above 7% but this morning’s Spanish debt auction was poorly received. Not only did the auction fail...

We shine the spotlight on one of the 'biggest' stories to hit the European newswires since the EU debt-deficit crisis began two-years ago, a story that the financial media has 'failed' to cover .........