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Fed on hold as policy guidance fades and markets price a shifting short-rate path, lifting risk
Maintain focus on the Fed as policy guidance narrows, short-rate uncertainty rises and yield-curve volatility increases, while investors reassess inflation risks, FOMC divisions and the path to easing.
News
Fed en pause, marchés en mouvement
Conservez une lecture rigoureuse de la Fed alors que les repères de politique monétaire se réduisent, que l’incertitude sur les taux courts s’accroît et que la volatilité de la courbe des rendements progresse.
News
Fed on hold as policy guidance fades and markets price a shifting short-rate path, lifting risk
Maintain focus on the Fed as policy guidance narrows, short-rate uncertainty rises and yield-curve volatility increases, while investors reassess inflation risks, FOMC divisions and the path to easing.
News
Strong US earnings growth broadens beyond tech as AI demand lifts sectors and quality guidance
Q2 reporting confirms US earnings growth is broadening across sectors, with AI-linked demand supporting more than technology. Investors still reward quality guidance and selective beats, favoring allocation.
News
Strong US earnings growth broadens beyond tech as AI demand lifts sectors and quality guidance
Q2 reporting confirms US earnings growth is broadening across sectors, with AI-linked demand supporting more than technology. Investors still reward quality guidance and selective beats, favoring allocation.
News
Strong US earnings growth broadens beyond tech as AI demand lifts sectors and quality guidance
Q2 reporting confirms US earnings growth is broadening across sectors, with AI-linked demand supporting more than technology. Investors still reward quality guidance and selective beats, favoring allocation.
News
Iran conflict and diversification: protecting portfolios amid resilient growth and higher yields
Six months into the Iran conflict, resilient growth, sticky inflation and firm earnings have kept markets supported. A diversified, selective allocation across regions and asset classes has offset bond weakness.
News
Iran conflict and diversification: protecting portfolios amid resilient growth and higher yields
Six months into the Iran conflict, resilient growth, sticky inflation and firm earnings have kept markets supported. A diversified, selective allocation across regions and asset classes has offset bond weakness.
News
Conflit en Iran : pourquoi la diversification compte
Six mois après le début du conflit en Iran, la croissance résiliente, l’inflation persistante et des bénéfices solides soutiennent les marchés. Une allocation diversifiée a compensé la faiblesse obligataire.
News
Iran conflict and diversification: protecting portfolios amid resilient growth and higher yields
Six months into the Iran conflict, resilient growth, sticky inflation and firm earnings have kept markets supported. A diversified, selective allocation across regions and asset classes has offset bond weakness.