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Advanced warning of the bond sell-off spooking investors

  • 26 February 2021

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

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In this bundle

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

Listen: Gauging the taper tantrum fallout
Podcast
FX Credit Rates

Listen: Gauging the taper tantrum fallout

Federal Reserve Chairman Jerome Powell sent a message to jittery bond markets this week: calm down. But are traders and investors listening? 10-year…

Plant-based milk IPO puts dairy alternatives in the spotlight
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…

ESG and credit rating agencies: The pressure accelerates
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…

Libor Transition: No please I insist, you go first
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…

Youtube video thumbnail

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…

Now walk the talk: Monitoring the ECB's purchase programme
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…

Sustainability Food & Agri Dairy

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This publication has been prepared by ING solely for information purposes irrespective of a particular user's means, financial situation or investment objectives. The information does not constitute investment recommendation, and nor is it investment, legal or tax advice or an offer or solicitation to purchase or sell any financial instrument.
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