CPRAM Bond Market Outlook - November 2024

Every quarter, our experts decipher the news of the markets and share their analysis and outlook for the coming months.

Since the summer, the bond markets have been characterized by significant volatility. This trend has been influenced by macroeconomic figures showing signs of weakness, a continued decline in inflation, and a proactive approach by central banks. However, in October, the momentum completely reversed. Interest rates sharply increased, supported by unexpected signs of economic recovery.

In this market context, discover our convictions for the next three months.