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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Distilling high-signal intelligence into digestible insights.

Nuggets · Showing 2 of 2

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EuropeFixed IncomeBonds
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ReportFinanceWall StreetMacro / EconomicsReport, Blogs & InsightsMarkets & Investments

https://media.licdn.com/dms/document/media/v2/D4E1FAQE2iTUiwUaZQg/feedshare-document-pdf-analyzed/B4EZx2cAo6JcAY-/0/1771513581883?e=1772668800&v=beta&t=4kkHA-i1tgziVelNVMn7l6F-Gd5K8KtjnMIUbUnSRMU

Future of Europe series Eurobonds – A window of opportunity for a strategic necessity | Allianz Research | 19 February 2026 | Report

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UJ
Feb 22, 2026
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BondsCreditFederal Reserve
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GeopoliticsMacro / EconomicsMarkets & InvestmentsMonetary PolicyReport, Blogs & InsightsUSUS / WestUSA

PIMCO | The American privilege is fading

"U.S. Treasuries long carried a “convenience yield” – a premium investors paid for the liquidity and safety of dollar assets compared with other high quality sovereign bonds."

"Over the past decade, that gap has evaporated, shrinking from nearly 80 bps to roughly 0 when adjusting German bund and Japanese government bond yields hedged back into dollars using maturity-matched cross currency…

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UJ
Jan 20, 2026