Inflation expectations, wages & jobs: why they matter so much to markets

Inflation expectations, wages & jobs: why the...

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Yield Blind

Markets are ending the week in full euphoria mode. The S&P 500 and Nasdaq hit fresh record highs as investors continue piling into AI stocks despite rising inflation, surging bond yields and escalating geopolitical tensions in the Middle East. Oil prices climbed back above $100 p ...  Show more

From petro-dollar to tech-yuan

As the world slowly decreases exposure to the US dollar and Treasuries, the concept of the “petro-yuan” is gaining momentum, referring to the growing use of China’s currency in oil and other goods trade. In this episode, we dive into how to build exposure to a rising China, the c ...  Show more

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