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Investment Weekly

High “all-in” yields
14 June 2024

    Chart of the week – High “all-in” yields

    US Treasuries have been knocked about by macro waves of late, with the past week no exception. New data on employment and inflation has caused investor expectations on Fed easing this year to flit between one or two rate cuts. But what does that mean for investment markets?

    Chart of the week – Looking to the first cut

    More from this week:

    Market Spotlight

    • Chinese stocks lead in Q2

    Lens on…

    • India’s fiscal flexibility
    • Beware the bond market vigilantes
    • European earnings growth goes north

    Download the full report PDF, 2.9MB