by Atlanti | Feb 8, 2024 | Analysis & Performance, News, USD
January was a relatively good month for our securities, despite the slight increase in interest rates at the beginning of the month. Following central banks’ announcements, market participants have been reviewing their assumptions regarding the timing of rate cuts, but the direction remains the same and the outlook remains positive and constructive ie, a gradual disinflationary scenario combined with a soft or no landing.
by Atlanti | Jan 19, 2024 | Analysis & Performance, EUR, News
Like November, December was a very strong month for risk assets. This came following some positive macroeconomic data and the Fed’s dovish comments that seemed to pave the way for a gradual disinflation scenario combined with a soft or no landing.
by Atlanti | Jan 19, 2024 | Analysis & Performance, GBP, News
Like November, December was a very strong month for risk assets. This came following some positive macroeconomic data and the Fed’s dovish comments that seemed to pave the way for a gradual disinflation scenario combined with a soft or no landing.
by Atlanti | Jan 19, 2024 | Analysis & Performance, News, USD
Like November, December was a very strong month for risk assets. This came following some positive macroeconomic data and the Fed’s dovish comments that seemed to pave the way for a gradual disinflation scenario combined with a soft or no landing.
by Atlanti | Dec 19, 2023 | Analysis & Performance, News, USD
November was a very strong month for risk assets in general, following some positive macroeconomic data. We seem to be in the gradual disinflation scenario combined with a soft landing. This was taken positively by global markets and also meant that spreads on our securities had tightened.
by Atlanti | Dec 19, 2023 | Analysis & Performance, GBP, News
November was a very strong month for risk assets in general, following some positive macroeconomic data. We seem to be in the gradual disinflation scenario combined with a soft landing. This was taken positively by global markets and also meant that spreads on our securities had tightened.