Edmond de Rothschild’s Market Flash (5 September 2025) reviews political and economic developments shaping bond markets and investor sentiment.
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France: Despite looming government collapse, the Treasury raised €11bn in long-dated debt, underscoring persistent demand for OATs.
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UK: Fiscal credibility concerns pushed 30-year gilt yields to highs not seen since 1998.
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US: Treasury yields briefly touched 5% before weak economic data pulled them lower, fueling expectations of Fed easing.
How should investors position across equities, bonds, and currencies amid mounting political and fiscal pressures?
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