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30-Year Real Yield Near Financial Crisis Level
Youtube· 2026-07-10 21:51
I'll start with you, because it feels like this week was a big reminder that geopolitical risk is still real, and it reasserted itself back in these markets. And I wonder how you're thinking about energy, as we were just discussing with Mike, that's not the entire story when it comes to inflation expectations. But again, it certainly doesn't help.Yeah, definitely. Higher energy prices, higher oil prices has led to higher inflation expectations. And uh, it's almost restarted this drought from global bond yie ...
European Business Services: The Signal Service-20260710
瑞银· 2026-07-10 10:18
Global Research ab 9 July 2026 European Business Services The Signal Service Staffing: Data continues to sees stabilising rate of declines We review the latest monthly data for: Our view: While data continues to indicate a stabilising rate of decline for Staffing & Recruitment companies, the latest datapoints continue to show month-to-month volatility in trends and so no clear picture of an 'improving recovery'. Within this aggregate picture however, labour markets are showing signs of extreme churn/ disper ...