The worst bond market in 236 years
There has never been such a prolonged period of losses in the bond market as in the last three years. Indeed, it is challenging to...
Author: J-P. Pizzini
Challenging time for the Indian economy
Indian households are saving less than they have in half a century. According to the Reserve Bank of India, household net savings in 2022-23 accounted...
Where is American democracy heading?
The removal of McCarthy as Speaker of the House has plunged Congress into an internal power struggle. It faces critical deadlines to avoid a government...
The Indian Central Bank adopts a hawkish stance with a surprise bond plan
The Reserve Bank of India has adopted a hawkish policy stance, stating that inflation remains too high and that it might take measures to absorb...
The day after tomorrow
Not long ago, the world lived in a time when money flowed freely and was inexpensive. Interest rates in the U.S. were close to zero,...
Oil and the Dollar, a Dangerous Mix for Global Growth
Can the global economy withstand a $100 per barrel oil price next year? Because a triple-digit price wouldn’t just mean higher energy prices but also...
Forex is the first line of defence in Asia against the rise of the dollar
Central banks in the region have over $5.5 trillion in foreign exchange reserves that they can deploy to support their currencies, according to TD Securities’...
The bond market krach: the perfect storm
Global bonds have plummeted at an astonishing speed. The yields on 10-year Treasuries will likely surpass 5%, marking the first time since 2007, after rising...
Should you buy gold and the luxury sector?
A significant development for many, gold has been on the decline since the beginning of the year, as has silver. However, precious metals are supposed...