Middle East tensions and U.S. CPI to guide bond markets near-term
SEB’s Jussi Hiljanen says developments in the Iran conflict and key macro data, most notably U.S. CPI on Sept. 11, are expected to remain the key near-term catalysts for bond markets.
Developments in the Iran conflict alongside key macro data, most prominently U.S.
CPI data on Sept.
11, will remain the key near-term catalysts for bond markets, SEB's Jussi Hiljanen says in a note. "We believe the policy-rate paths currently discounted in U.S and euro-area markets have become stre…