Weekly Macro & Markets View
What were the key global economic data releases, what is Zurich’s view and what does this mean for financial assets?
Weekly Macro and Markets View, Week 21
Highlights and View
- Global bond yields surge higher as
inflationary concerns intensify
Further yield rises present a clear risk to the macro and market outlook, and further constrain governments' limited fiscal policy space. - US headline inflation accelerates to 3.8% YoY, the highest in three years
The spike in energy prices is leaving its mark, with producer price inflation accelerating to 6.0% YoY in April. - US municipals fell last week but outperformed Treasuries and corporate bonds
Municipals can be considered a safe haven from geopolitical spillovers, which, along with solid fund inflows and still attractive taxable-equivalent yields, should keep demand supported.
Archive
- April 20, 2026 | Week 17
- April 13, 2026 | Week 16
- March 30, 2026 | Week 14
- March 23, 2026 | Week 13
- March 16, 2026 | Week 12
- March 09, 2026 | Week 11
- March 02, 2026 | Week 10
- February 23, 2026 | Week 9
- February 16, 2026 | Week 8
- February 09, 2026 | Week 7
- February 02, 2026 | Week 6
- January 26, 2026 | Week 5
- January 19, 2026 | Week 4
- January 12, 2026 | Week 3
- January 06, 2026 | Week 2
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