Asian Fixed Income/Frontier Market Research

Bondcritic

Bondcritic, established in 2009, is designed to be an independent credit research voice that helps investors gain insights and unbiased analyses on Asian fixed income market. Our mission is to discover deep-value Asian high-yield and distressed bonds with a bottom-up approach, together with the help of our proprietary ESG (Environmental, Social Development, and Governance) model. At the same time, we focus on bringing investment cases of unrated and unloved issuers to the general public.

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Independent Asian Credit Research, Bondcritic

Warut Promboon

Independent Asian Credit Research

Macroeconomics

iShares 20+ Year Treasury Bond ETF (TLT US)

<ul>
<li>A lack of the Fed’s willingness to cut rates will also be positive for fixed rate bonds.</li>
<li>We will have rising defaults, rising inflation, and the Fed’s lack of willingness to increase rates, all of which will lead to recession in 2026.</li>
<li>Trump presidency adds to our confidence that there will be policy uncertainty at least in 2025, which is negative for risky assets but positive for US Dollar assets, in general.</li>
</ul>


A lack of the Fed’s willingness to cut rates will also be positive for fixed rate bonds.
We will have rising defaults, rising inflation, and the Fed’s lack of willingness to increase rates, all of which will lead to recession in 2026.
Trump presidency adds to our confidence that there will be policy uncertainty at least in 2025, which is negative for risky assets but positive for US Dollar assets, in general.


Bond Market Monitor: The Trump Card