Financial markets have entered a more unsettled phase, with long-term yields, until very recently, rising notably across the US, Europe, and Japan. While inflation persistence and increased government borrowing have played a role, the moves also reflect broader concerns about global policy credibility and capital market dynamics. In our charts this week we focus on:
- The US dollar and Treasuries
- Savings and investment imbalances
- Central banks' QE policies
- US productivity growth
- Productivity growth in other advanced economies
- Electricity prices
Version: 20241125
No comments yet. Be the first to say something!