Yves Sanquer
Rate Specialist
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Rates: To infinity and beyond
Thanks Buzz. The breach of the 4.60% mark on the US 10-year yield puts paid to our long-term scenario of an intermediate recovery before a new downward salvo. It's time to update all this and take recent developments into account.
April 29, 2024 at 03:29 pm IST
Interest rates: Knock-knock, it's inflation!
Intoxicated by the rise in equity markets and promises of future rate cuts, we thought we'd done away with inflation for good. But then, like a hiccup, inflation came back to bite investors in the ass. A momentary scare?
March 19, 2024 at 08:39 pm IST
Interest rates: The first cracks start to appear
The stock market rally underway since October was fueled not only by the productivity gains generated by AI, but also by the return of inflation towards 2%. While the first pillar is still holding firm, the second is beginning to show its first cracks.
February 19, 2024 at 04:12 pm IST
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