Amundi’s investment team offers a clear snapshot of the week’s macro drivers, centering on Japan’s evolving policy mix and its spillovers across global markets.
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Japan’s two-year yield hit its highest level since 2007 as expectations of a December BOJ hike solidified.
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Global equities hovered near record highs while bond yields climbed after mixed U.S. labor data and firmer eurozone inflation.
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India cut rates amid easing price pressures, marking a divergence from tightening signals in developed markets.
For deeper context on policy trajectories and cross-asset implications, the full report lays out the moving pieces behind this week’s market tone.
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