EMU & US Interest Rates

Recent publication

Pieces of the inflation puzzle are falling into place, but the puzzle is not yet complete

Ron Markus
Monday, 14 September 2020
EMU & US Interest Rates
Ron Markus

The inflation debate is heating up. Strong cases are being made for a lower for longer scenario and for an inflation uptrend scenario. The inflation outlook will determine long-term rates in the coming years, and the shape of the yield curve in the nearer future.

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Earlier publications

Fed’s new inflation target trigger for an increase in long-term interest rates
Monday, 31 August 2020
US Congress could trigger a catch-up period for nominal interest rates
Monday, 17 August 2020
Long-term interest rates headed towards all-time lows
Monday, 3 August 2020
On the eve of a trend reversal
Monday, 20 July 2020
New wave of infections reinforces long-term outlook for rate hikes
Saturday, 18 July 2020
New wave of infections reinforces long-term outlook for rate hikes
Monday, 6 July 2020
A temporarily flatter yield curve
Monday, 22 June 2020
How long will the deflationary recovery priced in by the markets persist?
Monday, 8 June 2020
Inflation surprises on the upside
Monday, 25 May 2020