Term Premium Watch
Newsletter featuring a one-page report with charts, commentary, and key data
5 Jan 2026 - 2025 US Term Premium
10 Jan 2026 - Global Yield Divergence
14 Jan 2026 - Upward Trend in Japanese Yields
18 Jan 2026 - Global Expected Real Rates
21 Jan 2026 - High Volatility Times
25 Jan 2026 - Key Drivers of UK Yields
29 Jan 2026 - Asia-Pacific Yield Decomposition
3 Feb 2026 - Term Premia Convergence in the Eurozone
8 Feb 2026 - Dissecting Recent Movements in Breakeven Rates
12 Feb 2026 - Retracement in Long-Term Yields
20 Feb 2026 - Reversal, Not Regime Shift
28 Feb 2026 - Yield Curve Pulse
3 Mar 2026 - Eurozone Rates Repricing
10 Mar 2026 - The Snapback in Long-Term Yields
18 Mar 2026 - Co-Movements in Yields and Breakeven Inflation
2 Apr 2026 - March Global Repricing
7 Apr 2026 - Euro Area: Curve Flattening and Term Premia Rebuild
9 Apr 2026 - Reassessing Inflation Expectations and Real Rates
21 Apr 2026 - Yield Stabilization at Elevated Levels
4 May 2026 - Core Bond Markets Continue to Reprice
12 May 2026 - Moderation in Main Bond Markets
14 May 2026 - Euro Area Term Premia Move Higher
25 May 2026 - Resilient US Yields and Rising Term Premia
5 June 2026 - Disinflation Repricing and Rising Real Rates
11 June 2026 - Higher-for-Longer Expectations
20 June 2026 - Energy Risk Premium Partially Unwinds
30 June 2026 - Global Yield Pressures Ease on Lower Volatility
7 July 2026 - Disinflation Returns to Market Pricing