Arkea AM sees markets under pressure as central banks stay hawkish, US 10-year yield nears 5%
Arkea AM flagged sustained market pressure as central banks kept policy restrictive amid geopolitical risk and sticky inflation. Brent hovered around USD 100-104 a barrel, up 18% in a month, with Middle East risk offset by improved shipping through Hormuz. Fed began a tightening cycle with a 25 bp hike; August CPI ran