A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.

A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.

A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.

Price pressures in the US and eurozone are abating, although some inflation components could be volatile.

The outlook for bond market, reassessing risks and opportunities in fixed income space.

Outerblue Convictions explores global investment trends and diverging paths shaped by economic growth, inflation, and monetary policy data. Key insights...

US inflation is subsiding and this could be positive for bonds

With 2024 global GDP growth forecast similar to the numbers of 2023, the IMF is no longer expecting a slowdown.

Explore how ECB's anticipated rate cuts in June could fuel European bond interest amid global inflation and rate decisions. A pivotal move for the markets.

Stay ahead in finance with insights on central bank policies, global economic trends, and investment opportunities. Navigate rate cuts and market uncertainties...

Bonds and EM stand out in the Santa Rally.

Tune into Outerblue Convictions to hear Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, assess if recent events have influenced...

Receding inflation good news but inflation fight not over

Look out for growth, but with an eye on inflation