Beyond Deficits: The Financial Mechanisms Behind Rising Interest Rates (Note)
Summary: Pressure on sovereign bond yields is mounting amid expectations of further interest rate hikes and a deteriorating view of
Beyond Deficits: The Financial Mechanisms Behind Rising Interest Rates (Note)
Summary: Pressure on sovereign bond yields is mounting amid expectations of further interest rate hikes and a deteriorating view of fiscal trajectories in developed economies. Beyond these
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Beyond Deficits: The Financial Mechanisms Behind Rising Interest Rates (Note)
Summary: Pressure on sovereign bond yields is mounting amid expectations of further interest rate hikes and a deteriorating view of fiscal trajectories in developed economies. Beyond these factors, certain financial mechanisms are amplifying the pressure on bond markets. As bond prices fall, investors who have heavily invested in artificial intelligence
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Our latest economic analyses
Killer Chart: Is the Cost of the Deficit Insurmountable in France?
This brief note aims to analyze a striking chart related to current economic events. At a time when some are
Our latest analyses
Killer Chart: Is the Cost of the Deficit Insurmountable in France?
This brief note aims to analyze a striking chart related to current economic events. At a time when some are warning of the risk of a bond market crisis, this “Killer Chart”examines the pressures on French sovereign yields and the government’s room to maneuver. Why is this interesting? In 2026, most advanced economies are experiencing significant strain in the bond markets. Interest rates have risen rapidly, which tends to increase the cost of government borrowing. This surge in rates can be attributed to two main factors: Central banks raising
BFM Business – Victor Lequillerier and Sylvain Bersinger on bond market tensions
Victor Lequillerier, an economist at BSI Economics, was interviewed by Guillaume Sommerer and Antoine Larigaudrie on October 1, 2026, on
The Internationalization of the Renminbi: A Source of Power for China? (Note)
Abstract: Since 2010, Chinese authorities have been gradually building the framework to promote the internationalization of the Renminbi (RMB) by
BSmart4change – Hervé Amourda on Bond Market Risks
Hervé Amourda, Head of Research at Pro BTP Finance and a member of the Strategic Committee at BSI Economics, appeared
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