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The Weekly Fix: Daily Summaries Delivered
by RBC Global Asset Management (U.S.) Inc.
Today’s markets move fast. To keep you up to speed each week, Andrzej Sk游戏副本a, CFA, Head of BlueBay U.S. Fixed Income at RBC Global Asset Management, and members of his investment team will deliver forward looking market commentary and insights into what’s driving fixed income markets over the coming week.
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The most recent episodes — sign up to get AI-powered summaries of each one.
- 1 weeks ago4 min
The Fed just rewrote its own playbook
What happens when the Federal Reserve rewrites its own playbook?@Laurie Mount, Portfolio Manager on the BlueBay U.S. Fixed Income team, breaks down what the latest Federal Open Market Committee meeting means for anyone managing short-term cash.🏦 The Federal Reserve is reshaping its meeting schedule, changing the rhythm of rate decisions 💡 Positioning and flexibility take on added importance in a higher-for-longer environment ⚠️ Geopolitical tensions and sticky inflation add complexity to the current landscapeWith so many moving parts, cash managers need to stay nimble as the backdrop evolves.
- 2 weeks ago7 min
The disappearing first-time homebuyer
What happens when an entire generation gets priced out of homeownership?Eric Hathaway, Portfolio Manager on the BlueBay U.S. Fixed Income team, breaks down the structural shifts reshaping the U.S. housing market.📊 First-time homebuyers are vanishing from the market at an unprecedented pace, with the median buyer age climbing dramatically ⚠️ Rising mortgage costs continue to push homeownership further out of reach for prospective buyers 💡 Embedded prepayment risk in agency mortgages makes directionality the real challenge for investorsThe housing market is sending signals that matter across the fixed income landscape, and these structural shifts deserve attention from anyone navigating today's environment.
- 3 weeks ago5 min
The AI fixed income selloff nobody saw coming
Is AI a trap for bond investors - or a buying opportunity in disguise?Andrzej Skiba, Head of U.S. Fixed Income on the BlueBay U.S. Fixed Income team, breaks down what's happening in AI-related fixed income and why it matters.Heavy issuance and leveraged investor capitulation have reshaped sentiment across AI-related creditThe supply-demand imbalance has created a buyer's market for new deals coming to marketPosition sizing and patience are key when navigating this volatile spaceWith market sentiment toward AI credit at its worst, the dislocation is reshaping how active investors approach the space.
- 4 weeks ago5 min
Competition for capital is back
What if the real opportunity in fixed income isn't just higher yields, it's who holds the leverage?Anne Greenwood, Institutional Portfolio Manager on the BlueBay U.S. Fixed Income team, breaks down why growing global demand for capital is shifting power toward bondholders.Governments, companies, and AI infrastructure are all competing for the same capitalWhen financing needs outpace investor appetite, borrowers offer greater compensation to attract itA wide spread alone doesn't make a bond a good investment—disciplined credit selection mattersAnne explains why selectivity on issuer, structure, and price matters more than ever when competition for capital is growing.
- Oct 6, 20264 min
When rising yields stop being credit's friend
What happens when the technical that usually supports credit starts working against it?Ben Romeo, Senior Trader on the BlueBay U.S. Fixed Income team, unpacks the shift.Rate volatility and inflation concerns are reshaping the buyer baseIssuers are pulling back from the long end, redirecting demand to the secondary marketWider concessions on new issues are giving investors more attractive entry levelsFrench sovereign risk has spilled from Europe into US creditIt's a setup worth paying attention to, and one where fundamentals still hold up.
- Sep 29, 20265 min
Rising yields just rewrote the bond playbook
What if rising bond yields are actually an opportunity in disguise?Neil Sun, Portfolio Manager on the BlueBay U.S. Fixed Income team breaks down what's driving the rate move and how investors should position.Higher starting yields provide a stronger income foundationThe investment case doesn't require a sharp fall in interest ratesOpportunities are uneven across the bond marketThe recent rise in bond yields has reshaped the income landscape for fixed income investors. Robust growth, higher energy prices, and uncertainty in the Middle East have all contributed to the shift in rates.
- Sep 22, 20263 min
When yield isn't enough
A Federal Reserve hike lifts yields, but attractive income alone does not mean investors are being paid for the credit risk they take.Higher yields strengthen the foundation for income, but an attractive yield alone doesn't mean you're being paid for credit risk—both must be assessed together.Curve positioning matters: short-term yields may rise with policy rates, while persistent deficits and capital competition could keep long-term borrowing costs elevated even after the Fed eases.Financial strength is a competitive moat—companies with durable cash flows and manageable debt can keep investing when weaker competitors face financing constraints.
- Sep 15, 20264 min
Inflation corners the Fed
Stubborn inflation has the Fed cornered while AI's biggest leaders call to slow down, two forces reshaping the outlook investors face right now.August inflation ran hot, pushing the market to price a roughly 90% chance of a September rate hike.The Trump administration's push for rate cuts leaves Fed Chair Warsh caught between stubborn inflation and political pressure to ease policy.Leaders of the three largest AI companies jointly called to slow development, warning AI is advancing faster than humans can monitor or control it.
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About The Weekly Fix
Today’s markets move fast. To keep you up to speed each week, Andrzej Sk游戏副本a, CFA, Head of BlueBay U.S. Fixed Income at RBC Global Asset Management, and members of his investment team will deliver forward looking market commentary and insights into what’s driving fixed income markets over the coming week.
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