June 2026 US CPI at +3.2% YoY (core +3.5%), above consensus. We decode the key components, revised Fed rate scenarios, and portfolio allocation adjustments.
ECB at 2.25%, French OAT at 3.72% — fixed-maturity bond funds allow you to lock in today’s high yields for 3 to 5 years. A complete guide for integrating them into your life insurance, PER or securities account.
With tomorrow’s US jobs report set to shape Fed policy for the entire Q3, markets are holding their breath. Three scenarios — from cooling to overheating — and their portfolio implications.
