financial market

  The yield on France’s 10-year government bonds has risen to 4.9 percent. Rising government bond yields reflect diminishing trust in public finances, with France emerging as the greatest concern. Investors are demanding greater compensation for the risk of lending to the French government. This risk premium makes debt servicing more expensive, while issuing new […]

  S&P and Fitch upgraded Argentina. MSCI still won’t even open a review. What is MSCI pricing?   On June 23, MSCI released the results of its 2026 Market Classification Review and, once again, declined to open a consultation on Argentina. This was neither a downgrade nor new restrictions. It was simply a refusal to start the […]

  Over the past several years, much has been said and written about the state of the financial markets and the ongoing bull run, particularly in United States equities, which seems even more striking when compared to data from the real economy. The decoupling between stock markets and the broader economy, which has been underway […]