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Antoine Bouvet

  • Opinion & Analysis

Antoine Bouvet's Comment & Analysis
A complete archive of Antoine Bouvet's articles, including current analysis & opinion.

We assess this year's market themes against our 2023 outlook calls. Rates remain range-bound, and curves have only steepened moderately, but rates differentials keep narrowing. We expect little...
As higher-for-longer gains further traction, yield curves are bear flattening again. Only moderately, though, as risk sentiment holds up with the acute banking crises fading from viewHigher-for-longer...
The US Federal Reserve could soon deliver the last hike of the current cycle. While United States 10-Year yields have seen their peak already, it will need the imminent prospect of rate cuts to...
US yields are rising across the curve but T-bills are at the intersection of a better economic outlook and a debt ceiling. Sterling rates are now offering a pick-up to dollar equivalents. This makes...
Markets are still waiting for the data smoking gun that proves that a recession is coming and that inflation is a problem of the past. Until then, rates should continue to rise toward the top of their...
After the US regional banking crisis and the forced takeover of Credit Suisse (SIX:CSGN) sent shockwaves through global markets, concerns over the risk of contagion rippled across the financial...
No banking contagion news allows rates to jump back, but we doubt more than one Fed hike can be priced by the curve. This means the 2Y hovering around a 4% yield. Euro rates have more upside on a...
Chair Powell has sent a clear message: the Fed is back in the driving seat. At a very minimum, the Fed has given itself the option to deliver a 50bp hike from the March meeting. It's now discounted...
Data steepens the curves from the back endRates were pressured higher on the back of the much-better-than-expected retail sales data. A potential weather-related bounce in the data for January had...
Higher-for-Longer Narrative Hurts Bond LongsMonthly US inflation came in line with expectations in January. After hesitating, rates went resolutely higher. Given the lack of a clear signal in the CPI...