Inflation concerns reshape expectations for central bank policy Global investors are adjusting their outlook for interest rates as inflation proves more persistent than expected and bond yields continue to rise. Earlier expectations of rapid rate cuts have been replaced by a more cautious approach, with markets now considering how long central banks may need to maintain restrictive monetary policies. Inflation remains a key concern...
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A Trade Truce Rekindles Investor Interest The recent U.S.–China trade truce has brought cautious optimism back into global markets. Although the agreement is limited in scope, it eases tensions and allows investors to reassess the world’s second-largest economy with fresh eyes. Reduced tariffs and more stable diplomatic communication have lowered one of the key barriers that kept foreign capital on the sidelines. While the...
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