Chart of the week
The latest ISM and PMI index surveys show that both input and output prices have hit …
Tag: inflation
Bond markets: both inflation and hope at the beginning of the year
Analysis
By Eléonore Bunel, Head of Fixed income management at Lazard Frères Gestion
After a general fall in interest rates …
Higher long-term rates: a shift in driving force
Chart of the week
The 10-year US Treasury bond rate hit a low point in early August at 0.50%. Since …
Economic outlook S1 2021 | Towards a stronger-than-expected economic rebound?
Part 3 : Towards a stronger-than-expected economic rebound?
Monetary and fiscal support will remain significant factors over the next twelve …
Central banks and money supply: is this time different?
Chart of the week
The crisis caused by the Covid-19 pandemic has led central banks to adopt large-scale measures that …
Market outlook S1 2020 | Is faster inflation for 2020 being under-estimated?
Part 5 : is faster inflation for 2020 being under-estimated?
Markets appear to be under-estimating the risk of US inflation …
