Author profile

Laura Frost

Investment Director

Years in the bond markets: 15

Specialist subjects: Government and IG credit

Likes: Rugby, skiing, G&Ts

Heroes: Steve Redgrave, Lindsey Vonn, Valegro (the dressage horse)

This week on Bond Vigilantes TV

A couple of special guests joined me for this week’s Bond Vigilantes TV. Tune in and listen to our latest thoughts on:

  1. What’s behind the boom in UK consumer spending?
  2. How M&A activity might fuel Europe’s high yield bond market this year – with Stefan Isaacs and BAML’s Chris Munro.
  3. Why US and European banks might have mixed feelings on Dodd Frank.

 

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A wrap up of 2016 bond and currency market performance

Turning back the clock to the first week of 2016, fears of a Chinese slowdown and the Federal Reserve beginning to normalise rates hit stock markets hard. By Valentine’s Day bond yields had fallen to – what was then – all-time lows.  But we hadn’t seen anything yet. Ongoing ECB QE, Brexit, UK QE, novel Japanese monetary policy, president-elect Trump and ECB tapering. In a year of political and …

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