bonds – Riviera Wealth Management

Fed November 2026: Between Persistent Inflation and Fiscal Constraint

Five weeks before the November FOMC, Jerome Powell faces an unprecedented dilemma: core inflation at 2.8% and record fiscal expansion from the Big Beautiful Bill. Analysis of scenarios and portfolio positioning strategy.

septembre 30, 2026

French OAT Yield at 4.5%: France-Germany Spread Crosses 100 Basis Points

The OAT/Bund spread crossed 100 basis points on September 18 — a level unseen since 2012. Analysis of French sovereign debt tension and bond strategy for wealth management portfolios.

septembre 23, 2026

The US 10-Year at 5%: Should You Reposition Your Bond Allocation?

The Fed raises rates to 3.75–4% in mid-September 2026: the US 10-year yield approaches 5%, a level unseen since 2007. Bond strategy, equity valuation impact and portfolio repositioning for wealth investors.

septembre 21, 2026

ECB — September 10, 2026: Inflation at 3.3% Signals the Return of Rate Hikes

The ECB meets September 10 with a 63.9% probability of a +0.25% rate hike. Eurozone inflation climbed back to 3.3% in August, forcing a complete portfolio rethink for bond investors.

septembre 9, 2026

August NFP 2026: jobs data confirms the Fed’s orderly pivot

The August 2026 NFP (145,000 jobs, 4.2% unemployment) confirms the soft landing scenario and validates the Fed's orderly pivot. Analysis of components, rate implications and allocation adjustments.

septembre 7, 2026

July 2026 CPI: 3.5% — Inflation refuses to yield, the Fed faces a deadlock

July 2026 CPI comes in at 3.5% YoY, above the 3.4% consensus. Core inflation falls to 2.5%, Brent above , a cooling jobs market: Kevin Warsh faces the most complex monetary dilemma of the post-pandemic era. Analysis and portfolio implications.

août 12, 2026

US GDP Q2 2026 & June PCE: What the Data Tells the Fed

US Q2 2026 GDP advance estimate at +2.4% annualised and June core PCE at 2.5%: July 31's dual release validates the soft-landing thesis and lifts September Fed cut probability to 72%. Implications for bonds, equities and gold.

juillet 31, 2026

FOMC July 2026: the Fed holds rates, gold and bonds rally

The Fed holds rates at 3.50-3.75% at the July 29 FOMC. Inflation falls to 3.5%, gold breaks ,180/oz and silver surges +5%. Portfolio implications for wealth management clients.

juillet 29, 2026

ECB July 23, 2026: Inflation Below 2% — Is the Tightening Cycle Over?

As eurozone inflation falls to 1.8% — below the 2% target for the first time since 2021 — the ECB meets on July 23 in an unprecedented context. A hold is certain, but Lagarde's press conference and the September question are dominating bond markets.

juillet 22, 2026

July 29 FOMC Meeting: Three Scenarios for Markets

The FOMC meets July 29-30, 2026 with an 82% probability of a hold. We analyse the three possible scenarios and their implications for bond, equity, and gold allocation.

juillet 17, 2026

Étiquette : bonds