Goldman Sachs turns bullish on the dollar, citing an energy shock that will keep U.S. interest rates elevated and widen yield differentials…
Gold holds decline as US inflation surge to 4.2% y/y slashes Fed rate cut expectations and lifts dollar and yields.
Bond bears drive Treasury yield surge and equity selloff as stubborn CPI fuels aggressive Fed rate hike bets.
Jerome Powell's legacy as Fed Chair is defined by his defence of central bank independence against political pressure from Donald Trump, a…
U.S. power prices surge 61% faster than inflation as demand from AI and onshoring strains supply, lifting energy stocks and inflation expectations…
Iran war reignites US inflation as CPI leaps to 5.2%, driving fuel and food prices higher and tightening the squeeze on American…
Markets price out Fed rate cuts through 2027, sending Treasury yields and the dollar soaring as a hot inflation report revives rate…
Senate confirmation of Kevin Warsh to the Fed Board advances a likely hawkish succession at the central bank, with markets pricing policy…
Kevin Warsh confirmed to Fed Board as hawkish voice, with chair vote still pending, stirring repricing across USD, bonds, and equities.
US April inflation tops forecasts as Iran conflict sends gas, airfare and rent soaring; real wages drop and markets now price a…
Bond markets have been too relaxed about persistent inflation, keeping yields artificially low and creating a setup for a violent bond selloff…
Record beef prices stoke inflation fears, pushing the Trump administration to fast-track anti-inflation moves and shifting market bets toward tighter Fed policy.