Insights Archives - Page 3 of 3

01/03/202314/08/2024InsightsJeron Yeoh

Disinflation or inflation?

In the first month of 2023, the main asset classes did remarkably well, with global equities markets rising by 7%, the largest since January 1988. Due to China's re-opening measures and lower-than-anticipated inflation rates, investors forecast a soft landing for…

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13/02/202323/08/2024InsightsJeron Yeoh

Extreme inversion leading to recession?

US government bond investors pushed two-year yields above 10-year yields by the widest margin since theearly 1980s, a sign of flagging confidence in the economy’s ability to withstand additional Federal Reserve interest-rate hikes.The classic bond-market barometer of economic health -…

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Disinflation or inflation?

Extreme inversion leading to recession?

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