Shifts & Narratives #8 - Post-summer check-up on the regime ...
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What matters to fixed income investors is the macro-financial environment that will prevail after the strong rebound in growth and inflation expected in H2.More > 10 minutes
Since the start of the year, bond yields have surged in the economies of the G10 as markets anticipate a sharp acceleration in inflation and economic activity. ...More < 5 minutes
In a world where sovereign bond yields are in the hand of central banks,More 5 to 10 minutes
Fixed income dynamics in the current monetary and fiscal landscapeMore 5 to 10 minutes
Central banks seems to be very concerned about the slowdown in the economic cycle sparked by trade tensions.More > 10 minutes