Banking & Finance

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Monthly Fixed Income Strategy - Removing Our Bullish TIPS View

We are no longer bullish on US inflation-linked bonds as the Fed is increasingly hawkish while there are risks of a decline in inflation expectations posed by a potential equity market crash. That said, US bonds are still likely to outperform eurozone bonds as rising inflation expectations and default risk in the latter put upside pressure on yields. Meanwhile, EM bonds are in a far better shape versus DM due to their higher yields, with Mexico our favourite pick, and we have also added a bullish view on Malaysia.




Emerging Markets Key Themes


Stuart Allsopp

Head of Country Risk and Financial Markets Strategy
Financial Markets | Singapore

Tim Cooper, CFA

Global Economic Strategist
Banking & Finance | London

Lisa Lewin, CFA

Global Economist
Banking & Finance | London

Nick Johnston

Head of Econometrics & Data
Financial Markets | London


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