Will Markets Remain Resilient with Yields above 5%? (Amundi)
AI, digital infrastructure, power generation, the energy transition, defence, strategic autonomy and public…
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U.S. Midterm Elections: Fiscal Gridlock on the Horizon? (Amundi)
The authors believe the most likely outcome is a split Congress, with Democrats taking the House and Republicans…
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October Fed Meeting Preview: a Pause Is Still a Recalibration (PIMCO)
The Federal Reserve will likely hold rates steady at the next meeting, weighing inflation risks against an economy…
How do you like your OATs? (FTSE Russell)
French OAT spreads hit their highest level since the Eurozone debt crisis as investors assess fiscal risks,…
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