Global traders navigate excessive rates of interest amid inflation control efforts

The ECB in July raised its policy rate to four.25%, and the overwhelming majority of investors consider that the financial institution will preserve this rate for some time to evaluate financial dangers, according to Amonthep.
Criticism surrounds Japan’s YCC strategy of controlling yield curves, distorting markets by keeping long-term rates of interest low, says Amonthep. Amonthep suggests phasing out the YCC strategy as the next step.
Premiere , based on him, are close to the end of their struggle in opposition to inflation, initiated final yr.
Nattakrit Laotaweesap of Tisco Bank advises purchasers and traders to divest US investment belongings, including actual estate trusts and US shares in the S&P500 index.
Morningstar Research (Thailand) recommends specializing in long-duration bonds for wholesome long-term yields in fixed-income belongings this 12 months.
Kampon Adireksombat, SCB CIO, warns against high-yield bonds tied to Chinese actual property due to debt and slow restoration.
SCB CIO forecasts Japanese inventory market short-term volatility as a outcome of rising authorities bond yields. They anticipate a rebound, with government bonds and yen stabilizing.
According to SCB CIO, banking stocks profit most from rising bond yields as new and refinanced mortgage yields increase..

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