Contrary to what most observers expected and consumers hoped, the inflation rate in the euro area did not fall in August, but remained at 5.3 percent. The core rate (i.e., excluding energy and food) also remains stubbornly high, dropping only to 5...

By Ole Hansen, Head of Commodity Strategy at Saxo Crude oil has reestablished some upside momentum. In the near-term extended OPEC production cuts will help support tight market balances but the combination of rising production spare capac...

by François Rimeu, Senior Strategist, La Française AM Jackson Hole confirms the rather “hawkish” bias on Jerome Powell’s and the Fed’s part. The president of the Fed reasserted messages communicated in previous speeches, that is, the Fed is n...

Several of China’s local government financing vehicles have made recent headlines for their struggles to service debts, rattling the country’s financial markets. But not all LGFVs are created equal. And while the slowing economy could send some of...

After getting upended for much of Covid era, the historically negative correlation between bonds and equities is showing signs of being restored, reviving notions of the traditional 60/40 portfolio. This week’s Chart Room may come as a welcome ...

The economies and bond markets of Spain and Italy have proved more resilient than expected. Lauréline Renaud-Chatelain, Fixed-income strategist and Nadia Gharbi, Senior economist Pictet Wealth Management. Peripheral countries starte...