GLOBAL MACRO INSIGHTS

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...

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...

Fitch lowers China’s outlook to negative due to a rise in debt

Fitch has revised China’s outlook from stable to negative, stating that the government risks accumulating debt as it seeks to steer the economy away from...

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...