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Τα διαγράμματα της
ημέρας |
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►10-year
yields have marched higher since the
Fed started cutting in 2024, in part
because the economy hasn't yet
slowed meaningfully and inflation
remains sticky around 3%
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►Term
premiums have been a big driver, as
investors demand a higher yield for
a higher risk
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►The
Fed may increase its 2026 purchases
of T-bills to about $45 billion per
month on Wednesday, helping to
improve liquidity conditions and
bring down short-end rates
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Τα
Video
της Ημέρας |
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►
Economist sees US on track for steady GDP growth, and
strength in the dollar
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► Oversupplied oil market affected more by market dynamics
than geopolitics: Dan Pickering
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►
AI bubble fears overblown? Fund Manager says valuations
‘very well anchored’, too early to exit
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