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Jackie Bowie on BBC News: Opening Bell and rate outlook

April 16, 2026

Markets gain, geopolitical risks return

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Markets gain, geopolitical risks return

Markets moved higher on easing tensions and strong earnings, but momentum weakened as geopolitical risks returned. This week, data, policy signals, and Middle East developments will be key drivers of direction.

Amol Dhargalkar on Reuters: AI behind meme stock activity

AI is fueling recent meme stock-like activity, as limited access to public AI investments pushes investors toward more speculative exposure, as Amol Dhargalkar noted on Reuters.

Jackie Bowie on BBC News: Opening Bell and rate outlook

Stronger UK growth and rising geopolitical risk in focus on BBC News, with Jackie Bowie, Managing Director and Head of EMEA at Chatham Financial.

April 16, 2026

Market Updates

Relief rally reverses as U.S.-Iran tensions reignite

April 13, 2026

Markets caught between strength and strain

April 6, 2026

Media Appearances

Jackie Bowie on inflation and global risk in IFR

March 6, 2026

Jackie Bowie in ICAEW Corporate Financier talks capital markets

February 26, 2026

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Expert Conversation with Matt Henry and Jonathan Goldstein

January 13, 2025

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Expert Conversation with Matt Henry and Suzy Welch

June 19, 2024

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Markets gain, geopolitical risks return

Amol Dhargalkar on Reuters: AI behind meme stock activity

AI is fueling recent meme stock-like activity, as limited access to public AI investments pushes investors toward more speculative exposure, as Amol Dhargalkar noted on Reuters.

Jackie Bowie on BBC News: Opening Bell and rate outlook

Stronger UK growth and rising geopolitical risk in focus on BBC News, with Jackie Bowie, Managing Director and Head of EMEA at Chatham Financial.

April 16, 2026

Relief rally reverses as U.S.-Iran tensions reignite

Markets enter the week on shakier footing as renewed U.S.-Iran tensions push energy risk back to the forefront and complicate the inflation outlook. Last week’s relief rally faded after ceasefire talks broke down and the U.S. moved to restrict Iranian oil flows. This sent crude higher and revived pressure across rates and risk sentiment. Meanwhile, March CPI showed headline inflation rising on energy while core pressures remained more contained. That puts this week’s PPI, trade prices, housing data, and industrial production in focus as markets assess whether inflation is broadening or growth is beginning to cool.

April 13, 2026

Request your Q1 2026 Market Credit Spreads report

Credit spreads shown are averages based on market rate conclusions for independent debt valuations conducted as of March 31, 2026. The market spread for an individual loan may vary based on property and loan characteristics, including, but not limited to, location, tenant profile, cash flow, and sponsorship. Please use this form to request your copy of the first quarter 2026 Market Credit Spreads report from Chatham.

April 9, 2026

Request your Q1 2026 Lending Market Overview

The purpose of this report is to present changes in lending markets across key property types for use in marking debt to market for financial reporting. The Chatham fixed- and floating-rate indices for each property type represent how coupon rates and spreads have changed. For the first quarter of 2026, Chatham’s market rate conclusions vary depending on the property type. Please use this form to request your copy of the Q1 2026 Lending Market Overview report from Chatham for period ending March 31, 2026.

Valuation

April 9, 2026

Article

Hidden value in EURIBOR basis: Are you optimizing it?

A widening EURIBOR basis is creating an opportunity for borrowers to reduce funding costs in a higher-rate environment. By shifting from 3-month to 1-month EURIBOR and using a basis swap, borrowers can capture the spread and lower their effective interest expense.

Interest Rate Risk

April 7, 2026

Markets caught between strength and strain

Markets rebounded, with the S&P 500 rising 3.38% and breaking a five-week losing streak in a holiday-shortened week. U.S. equities closed April 3 for Good Friday. Oil eased slightly to $109 per barrel, while the 10-year Treasury yield declined to 4.35%, signaling modest relief in inflation expectations.

Interest Rate Risk

April 6, 2026

RBI rupee defence is raising the cost of INR hedging

Reserve Bank of India (RBI) measures are supporting the rupee (INR) but reducing offshore liquidity and raising hedging costs. Investors should reassess INR hedging, including onshore access and execution strategies.

Foreign Currency Risk

April 6, 2026

Article

Geopolitics, inflation expectations, and the repricing of rate risk

Middle East tensions rippled through rates and FX, with oil-driven inflation concerns reversing the recent disinflation-led rally in swap rates. The shift makes expected central bank easing less straightforward and has strengthened the dollar’s safe-haven appeal.

April 3, 2026

Fed dot plot vs. historical forward curves

The Fed dot plot shows policymakers’ rate projections, while forward curves reflect real-time market expectations. Both offer guidance, but actual rates often move faster and further than either predicts.

Interest Rate Risk

March 31, 2026