Diminished dollar dominance may bolster global economic resilience as reduced reliance on US monetary policy and dollar debt helps emerging markets better…
Kevin Warsh begins his tenure as Fed chair, influencing dollar, equities, and rate expectations as markets digest his policy leanings and global…
Global bond rally fails to counterbalance persistent central bank hawkishness amid higher-for-longer interest rate outlook.
China’s crude imports plunge forced refinery output cuts, fueling fears of waning oil demand from the top global importer with bearish ripple…
Declining birth rates across major economies are set to erode future oil demand as populations age and shrink, adding long-term pressure to…
Record sovereign bond supply risks higher yields and tighter financial conditions as governments borrow to fund surging spending.
Sustained $120 oil from the Iran war strains global growth, fuels persistent inflation, and complicates central bank policy paths.
Global jobs and inflation data overshoot expectations, fueling rate-hike bets that lift bond yields and the dollar while weighing on stock indices.
Markets have absorbed the Iran war without a meltdown, as oil retreats, stocks climb, and the dollar gives back safe-haven gains.
IMF’s Gita Gopinath analyzes why global interest rates have surged, driven by inflation fights and policy tightening, reshaping bond market dynamics.
Long bond yields globally hit near two-decade peaks, signaling higher borrowing costs and potential headwinds for equities.
Global inflation remains stubbornly elevated across G-7 nations, keeping bond yields at multi-year highs as central banks signal extended tight policy, pressuring…