## Japan’s financial markets are undergoing profound change and this can be seen in two new visualisations

Bond investors have started to notice France’s political deadlock, and we show the impact in a new animated yield curve visualisation.

A new visualisation of IMF lending this century tracks geopolitical trends and allows the effectiveness of IMF support to be assessed.

How the 20 largest sovereign bond issuers have changed over time.

Bank hedging strategies and the European Central Bank’s reversal of pandemic-era subsidised bank loans showed that quantitative tightening is not just about selling bond holdings.

The Bank of England uses forward rates derived from the swap market to forecast future base rates. This approach is flawed, and has contributed to the Bank’s loss of credibility in the fight against inflation.

Inflation-linked bonds are proving costly to governments that issued them, and in the case of the UK, markets imply the pain will last for years to come.

How a populist fiscal experiment brought market mayhem and ended bond investors’ patience – at the worst possible time.

We use statistical tools to analyse how 38 currencies performed against the US dollar.

What happens when inflation and quantitative easing collide? Despite the taper talk, QE isn’t going away soon.

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