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25 juin 2025

Perspectives Fixed Income

Les récentes évolutions des politiques économiques aux États-Unis, en particulier celles liées à l’inflation et à la soutenabilité de la dette à long terme, ont eu des répercussions importantes sur les marchés obligataires mondiaux. Dans un contexte budgétaire de plus en plus tendu, le moment est opportun pour évaluer la réaction des marchés et réfléchir à la manière dont les investisseurs devraient se positionner dans cet environnement.

19 juin 2025

Is US government debt sustainable?

The US government, like in many other countries, has a significant amount of debt outstanding. This debt is financed for the majority through the issuance of Treasury securities, which include Treasury bills (short-term), Treasury notes (medium-term), and Treasury bonds (long-term), and these securities serve as key instruments in financial markets. The investors include individuals, corporations, pension funds, the Federal Reserve, and other governments. Broadly, this is referred to the debt held by the public.

27 mai 2025

The three-phase plan that reshaped Argentina

“Javier Milei’s dollarization and fiscal austerity proposals overlook the complexities of modern economies, ignore lessons from historical crises, and open the door for accentuating already severe inequalities.”

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