Charts of the Week

February 26, 2024 - 1 min read

 

In this latest edition of our weekly market update:

  • Cracks in the smooth disinflation narrative;
  • Market-based inflation expectations are on the rise…;
  • Yields have been rising all year in the EU and US;
  • Higher rates and higher inflation remains out of consensus;
  • Energy prices are on the verge of breaking out;
  • Energy equities remain attractive with inflationary pressures stirring;
  • The market fades seasonality and powers higher…at least part of it!; and
  • Almost 35 years later, the Nikkei makes a new all-time high!.

Click here to read our weekly financial markets update report.

 

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