Interest Rates

Schroders Economic and Strategy Viewpoint Q3 2026 global; Long-term yields may surge on credibility fears. Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

Schroders Insights Economic and Strategy Viewpoint Q3 2026 Global; long-term yields rise due to credibility concerns Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

US-Konsumentenpreisindex in den USA Juli 2026 um 0,1 % gestiegen; Tankstellenpreise für Benzin um rund 3 Prozent gefallen. USA: US-Inflation um 0,1 % gesunken. Einschätzung | Der US-Konsumentenpreisindex ist im Juli 2026 erwartungsgemäß um lediglich 0,1 % im Monatsvergleich angestiegen. Das US-Arbeitsministerium hat soeben den Konsumentenpreisindex für Juli 2026 veröffentlicht. Demnach stiegen die Konsumentenpreise im abgelaufenen Monat in saisonbereinigter Rechnung mit einer Rate von 0,1 % an. Unsere Einschätzung zum US-Konsumentenpreisindex für Juli 2026 ...

Schroders warns global markets about rising long-term yields tied to central bank credibility; yields surge higher Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

Schroder Investment Management Limited - Dubai Branch Economic and Strategy Viewpoint Q3 2026; long-term yields may surge on credibility fears Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

Schroders’ investment teams forecast Fed rate hikes in the United States; long-term yields to rise amid credibility concerns Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

Schroders’ investment teams and Economics Group publish Q3 2026 global outlook; Long-term yields surge on central-bank credibility concerns Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

Emerging market debt remains resilient amid uncertain markets; Latin America leads with +12.6% YTD Emerging market debt remains resilient as uncertainty tests markets Emerging market debt remains resilient as uncertainty tests markets Strong investor demand is helping performance overall, while divergence continues between commodity-exporting economies and those exposed to oil supply disruption. Despite the recent mild correction, emerging markets debt (EMD) continues to demonstrate resilience amid exceptionally uncertain global macroeconomic, monetary and geopolitical backdrops. This resilience is reflected in the sustained inflows into the asset class, as shown in the chart below. Improving demand from foreign investors has helped maintain the strong outperformance recorded over the past three years. This favourable performance trajectory has also remained firmly in place despite recent renewed upward pressure on developed market bond yields. ...

Schroders warns rising long-term yields threaten global financial markets; central bank credibility risk spurs higher yields worldwide Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

BEKB berichtet Halbjahresergebnis 2026 in der Schweiz; Gewinn +8,3% auf 82,6 Mio CHF BEKB Vorlage Börsennews 12. August 2026 Aktien Schweiz Täglicher Marktkommentar aus dem BEKB-Handelsraum Übersicht SMI 14'633.70 (+0.61%) Dow Jones Industrial 53'975.98 (-0.11%) S&P 500 7'753.11 (-0.06%) NIKKEI-225 66'970.22 (+2.08%) Swiss Blue Chip Shares Umsatz CHF 2.287 Mrd. Mid & Small Caps Swiss Shares Umsatz CHF 542 Mio. Auftakt: US-Inflationsdaten und Iran im Fokus Heute stehen die US-Inflationsdaten im Fokus. Am Nachmittag werden dort die Konsumentenpreise für den Juli veröffentlicht, am Donnerstag folgen die Produzen- tenpreise. Im Markt wird ein leichter Rückgang der Infla- tionsrate auf 3,4 Prozent erwartet. Spekulationen über eine Zinserhöhung der US-Notenbank Fed im weiteren Jahresverlauf dürften dann zumindest erst einmal nicht weiter angeheizt werden. Bereits ein schwacher US- Arbeitsmarktbericht am vergangenen Freitag hatte die- se gedämpft. Die US-Vorgaben für den heutigen Han- delstag sind verhalten. So haben die US-Börsen gestern nach europäischem Handelsschluss noch nachgegeben. Auf der anderen Seite sind die Ölpreise weiter angestie- gen. Die Fronten im Nahen Osten haben sich verhärtet. Am späten Abend haben die USA einen Tanker bei dem Versuch beschossen, die amerikanische Blockade gegen iranische Häfen zu durchbrechen. ...