The Fed: Towards the End of the Rate Hike Cycle
The Fed has maintained its benchmark interest rate of 5.25% to 5.50% for a second consecutive meeting. The policy statement acknowledges the recent strength in...
Tag: FED
High inflation for a long time
The most crucial question investors will have to consider in the coming years is undoubtedly the following: will inflation prove to be “transitory,” as the...
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...
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,...
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...
Why an American Recession Should Remain the Main Scenario
Could the Fed be wrong? In its recent projections, including the one for 2024, with a 50 bps decrease, the central bank no longer considers...
Is the world heading towards stagflation?
Millions of borrowers worldwide face a generation’s most radical monetary tightening campaign. If we are near the end of the economic cycle, several structural elements...
FED decision: the market is still wrong
Federal Reserve Chairman Jerome Powell clearly indicated on Wednesday that the current cycle of rate hikes was nearing its end. However, he also confirmed that...
New Rise in Inflation in the US
Underlying inflation in the United States accelerated at a faster-than-expected monthly pace in August, leaving the door open for further interest rate hikes by the...