Advanced warning of the bond sell-off spooking investors

On Monday, our global team assessed the cross-asset implications of a big Treasury sell-off. Just as well given such a turbulent week in bond markets. Also this week, we look at the increasing importance of ESG on the ratings' agencies. We examine why dairy alternatives are in the spotlight. And into Libor transition? We've got you covered there too

In this bundle

Timing the Tantrum: The market implications of a big Treasury sell-off

Credit

Rates

Timing the Tantrum: The market implications of a big Treasury sell-off

Growing confidence in the global recovery, especially in the US, is leading to speculation over when the Fed might take its foot off the accelerator and…

, and 5 others

Commodities, Food & Agri

Plant-based milk IPO puts dairy alternatives in the spotlight

Sales of plant-based drinks have been growing at double-digit rates both in the US and Europe in recent years. For dairy companies, this means the…

Credit

Sustainability

ESG and credit rating agencies: The pressure accelerates

As environmental, social and governances themes become increasingly relevant in today's world, accelerated by the pandemic, rating agencies are paying…

Report Rates

Libor Transition: No please I insist, you go first

It's not easy taking a dive into the unknown. But like parachuters lined up for the jump, go we must. But when? There is no big bang moment for Libor…

and

Patterson on oil: There seems to be no stopping this market

ING's Head of Commodity Strategy, Warren Patterson, looks at what's really driving the price of oil higher and why $70 a barrel for Brent is not…

Rates

Now walk the talk: Monitoring the ECB’s purchase programme

A concerted effort by the European Central Bank to talk rates down is clear. As this has had little impact on financial conditions, the focus now turns to…