Betashares’ quarterly fixed income outlook on global macro trends, central banks and bond markets.

Can debt markets finance a technological revolution whose revenue model remains unproven?

Could AI-driven bond issuance cause headwinds in credit markets?

Long-term bonds now present a compelling opportunity to capitalise on a deteriorating US labour market.

As we enter H2 2025, bond markets find themselves at an interesting juncture.

Bond markets await the real signal: whether economic conditions will warrant aggressive policy easing.

Quarterly commentary from the Betashares Fixed Income Desk, providing an overview on global macroeconomic events, central bank policy, fixed income markets...

Despite a torrent of headlines, the main thing to watch remains the US labour market.

When rumblings occur in the US Treasury market, everyone should pay attention - including you.