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Global Fixed Income Bulletin

Real Rates Take the Lead

Global bond markets repriced sharply in September as major central banks raised interest rates and real yields drove most of the selloff. Higher-quality credit remained relatively resilient, while lower-rated debt faced greater pressure. The Broad Markets Fixed Income team highlights the growing importance of income, relative value, and active security selection in a more volatile market environment.

Equity Market Monitor – Q3 2026

Overview of the current landscape across equity markets.

Agency MBS & Housing Market Monitor – Q3 2026

Overview of the trends and developments in the Agency MBS and Housing Markets.

Emerging Markets Debt Monitor – Q3 2026

In-depth review of fundamentals and valuations across emerging markets debt.

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