The Grand Illusion: Investors’ Dance with the Fed’s Tune
In the ever-tumultuous world of finance, bond traders are gleefully wagering that the U.S. economy is teetering on the brink of catastrophe, compelling the Federal...
Category: MARKETS
FED Decision Analysis
The Federal Open Market Committee (FOMC) has decided to keep its benchmark interest rate steady at 5.25% to 5.5%, maintaining the highest level seen over...
The Fed remains inflexible, but does it still have a course?
Two Federal Reserve officials reinforced their message in favour of higher interest rates and for a longer period, stressing the need for patience as the...
The Fed Officials Continue to Emphasize the Same Message: High Interest Rates for Longer
Following the latest data on inflation and the change in the American economy, several Federal Reserve officials have stated that the central bank should maintain high...
The Rise of U.S. Yields: The beginning of a long story
Over the past two years, benchmark rates in the United States have skyrocketed from 0% to over 5%. This significant shift is not only a...
Money Market Funds Will Remain Popular In 2024
A less hawkish tone than expected from the Fed last week should fool no one. Inflation appears increasingly persistent, and investors may fully embrace the...
US interest rates, back to the realities
The Fed’s view that the recent high inflation figures were transitory must now be reassessed. After a third consecutive month of price increases and the...
Towards a global debt crisis?
Governments are increasingly meeting their fundraising needs by issuing debt, not only through regular auctions but also, increasingly, through syndicated sales involving paying fees to...
Monetary policy divergences: towards a significant asset allocation shift
The European Central Bank insists that it will independently decide on the course of its monetary policy compared to the Fed. In this case, this...