Macro Pulse

The Yield Awakening


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Financial markets have entered a more unsettled phase, with long-term yields, until very recently, rising notably across the US, Europe, and Japan. While inflation persistence and increased government borrowing have played a role, the moves also reflect broader concerns about global policy credibility and capital market dynamics. In our charts this week we focus on:

  • The US dollar and Treasuries
  • Savings and investment imbalances
  • Central banks' QE policies
  • US productivity growth
  • Productivity growth in other advanced economies
  • Electricity prices 
  • ...more
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    Macro PulseBy Haver Analytics