
Le dollar et l’évolution des taux : trois variables à l’origine du rebond de l’inflation
Orientation du marché16 octobre · 8 minUS September CPI rose to 3.7% year on year with a 0.6% monthly print, the largest in five months, forcing markets to reprice the Fed's rate path. This article breaks the dollar's direction into three observable variables: the composition of inflation, front-end Treasury yields and positioning.


