Who is right: the market or the FED?
Long-term Treasury bond options show that the outstanding open positions predicting a bond rally and lower interest rates are 2.5 times larger than those protecting...
Tag: inflation
A shock for the emerging world: the victory of Javier Milei in Argentina
“Libertarian outsider Javier Milei has won the Argentine presidency, promising a radical overhaul to address decades of political mismanagement. His strategy resonated with a population...
The U.S. inflation and the market euphoria
The core Consumer Price Index, which excludes the costs of food and energy, increased by 0.2% compared to September. The overall indicator remained stagnant, held...
What scenario for interest rates in 2024?
The market has once again become hopeful. The Fed has completed its job, and we can now contemplate a rate cut in 2024 and, more...
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...
The ECB takes a break
The European Central Bank has left interest rates unchanged for the first time in over a year after raising the deposit rate to a record...
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 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...