News & commentary
Read the latest financial and monetary policy news and commentary from OMFIF’s in-house analysts and global network of specialists.
Bond yield volatility: just ‘yips’ or the return of vigilantes?
Higher structural yields may be a feature, not a bug
IMF should be more forceful on LIC debt distress
Use the bully pulpit and create space for effective reform
EIB should play a leading role in joint European borrowing
How to finance European investment in competitiveness and defence
Five grey swans that could move markets in 2026
China, the US and sovereign bond shocks could all have an impact
ESG bond market is stuck in equilibrium
EuGBS step in the right direction but doesn’t go far enough
Europe is far from a ‘Hamiltonian moment’
European Commission has to negotiate common debt financing
SSA issuers are concerned about secondary market liquidity
Regulators should take these concerns seriously
Investors reconsidering relationship with dollar SSA issuance
Pivot to Asia could bring tailwind for euro-denominated paper
Issuers anticipate volatility but are divided on expected fallout
Geopolitics is top macro concern for SSA issuers
European debt reset as a test case for advanced economies
Recovering fiscal space without sacrificing credibility
The asset side of African debt is the missing variable
What borrowed capital builds matters as much as what sovereigns owe
MIT economists surprised by bond market reaction to AI
Scarcity remains unsolved, despite Musk’s claims
