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Euro zone: labour market still tight

Macro, Inflation, Emile Gagna
As in the United States, the labour market is tight in the eurozone. However, the nature of the tensions is quite different. While nearly 25 million jobs were destroyed at the height of the pandemic in the USA, the existence of job preservation measures (and the introduction of exceptional measures) in most European countries (short-time working in France, Kurzarbeit in Germany, ERTE in Spain, temporary unemployment in Belgium, etc.) prevented as many jobs from being lost as in the USA (graph 1).
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    United States: job market still tight

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Fixed Income, Monthly Coffee Break

Huge supply at the beginning of the year

After two months of heavy exuberance in November and December last year, January 2024 was marked by moderation. Returns across fixed-income asset classes were mostly muted as investors dialled back the prospect of rate cuts in Q1 while supply was huge at the beginning of the year.
Patrick Zeenni, Fixed Income, ESG, SRI, Credit

A sweet spot for euro investment grade investors

After 2022, which covered the end of a decade of monetary policy loosening, 2023 has been the year of the repricing of the whole interest rate curve. The end of Central Banks’ "higher for longer" mantra supported a steepening of the yield curves and repriced real interest rates which are back now in positive territory, for the first time in close to ten years.
Fixed Income

Another upward move in US Treasury yields

Global equities fell for a third consecutive month in October and gold rallied against a backdrop of geopolitical risks, an under-pressure earnings season and a rising rates environment.
Money Market, Fixed Income, Pierre Boyer

Money Matters Again 

Remember money market strategies? They’re back!  Once the latest rate hike is incorporated, money market strategies can offer yields above 4%!  A record path and close to a record return in money market strategies since 2001.  Money market strategies have regained their popularity as central banks have hiked rates in their fight against inflation.  

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