Arkēa AM sees micro optimism lifting equities as inflation risk keeps bonds under pressure
Arkéa Asset Management flagged micro-level optimism as a key support for equities, with Wall Street hitting fresh records. Persistent inflation risk kept government bonds under pressure, with France’s OAT at 4.85% and the US 10-year at 5.24%. Oil stayed volatile on Middle East tensions, with Brent briefly above USD 104