Higher for Longer

22/09/2023 3 min Episodio 32
Higher for Longer

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Episode Synopsis

Financial markets have been on the back foot in recent days with some oil-related inflation jitters combined with a “tighter for longer” message from the Fed a couple of contributory factors. In our charts this week, we made a nod to these and other issues with some colour on:
 
·         Firming US Treasury yields
·         Higher consumer energy prices
·         UK financial markets (this year versus last year)
·         Firming JGB yields
·         Foreign exchange reserve in EM economies
·         India’s favourable FDI flows