13 to 19 March: Living up to Expectations

Many have feared the start of a proper US hiking cycle – suggesting it would prompt a huge USD appreciation and aggressive outflows from risk assets.

For now, a strong global backdrop, stable or declining real rates (headline inflation is close to 2%) and a 10-year yield that is anchored to 2.5% are helping a quite different, positive market outcome.

icon DOWNLOAD THE FULL ARTICLE
Share:
View All Global Market Updates

Subscribe to ourGlobal Market Updates

Error: Contact form not found.