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...
Tag: inflation
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...
Pressure mounts on emerging markets
Global investors are unwinding their bets on local currency bonds, a trend that could potentially put pressure on central banks to raise interest rates. This...
The Fed keeps its rates unchanged
Policymakers left interest rates unchanged at 5.25% to 5.5%, the same level they have been since July. Jerome Powell maintained hope for a cut this...
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...
The persistent American inflation postpones rate cuts
The United States has experienced a higher-than-expected inflation rate for the third consecutive month, primarily driven by increased rents and transportation costs. The core consumer...
Oil price toward new highs, bad news for Central Bankers
When oil surged above $90 a barrel a few days ago, observers attributed it to military tensions between Israel and Iran. However, the underlying reasons...
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...
Probabilities of a rate cut in June drop
Last week, the amount of Fed rate cuts priced into swap contracts for this year fell to less than 65 basis points, below the Fed’s...