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Higher oil prices and the global bond sell off are failing to significantly deter investors from risk-seeking behaviour. Key to investor confidence is the AI investment boom. Investors may also believe central banks can bring their economies in for soft landings. Likely important on this front are oil and refined produ
Central bank rate hikes in the past two weeks have not daunted investors. The fall in oil prices is reducing the pressure on central banks to keep raising rates which is capping the rise in the global yields. There are two sources of the fall in oil prices. First, Saudi Arabia is restarting its East-West pipeline, whic
Credit Ágricole: FX Risk Index