We look at the correlation between disposable household incomes in Europe and the US and housing rents, why the market is like it is, and what it means for investors.

In the very first episode of our new fixed income podcast, Credit Threads, our bond specialists discuss how central banks respond to financial conditions, how they impact fixed income investing and how fund managers factor financial conditions into their decision-making.

As the economy recovers and cyclical stocks begin to outperform, we look at the connection between equities and US Treasury yields.