top of page

Sticky Inflation Challenges the Bond Market

4th March 2024

  • Inflation still a headache for global markets

  • Last week’s US PCE data points to pockets of a reaccleration of inflation in the service sector

  • Since Q4’23 the global trend has been of a stickiness to inflation and recently surprises to the upside

  • Recent research reports question whether long-term US bond yields are structurally headed higher


bottom of page