Oil price surge and Warsh-led Fed hawkishness wipe out rate-cut bets, lifting the dollar and crushing bonds and equities.
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.
Poland's fiscal watchdog challenges official inflation forecasts, citing Iran war-driven energy and food price surges that threaten zloty stability and bond markets.
Rising gas prices drive U.S. Treasury yields higher as inflation worries intensify, pressuring bond markets.
Brazil inflation accelerates to 5.4%, near the 5.5% target ceiling, fueling bets on BCB tightening, lifting the real and hammering local stocks…
US equity futures retreat from highs while crude oil rallies, setting a cautious tone ahead of CPI data that will test inflation…
India's inflation rose to 5.2% in April as Iran war fuel spikes pushed Brent above $90, pressuring the rupee and equities while…
Bond market dumps Warsh trade as oil price jump stokes inflation fears, driving US10Y yields higher and weighing on stocks.
The bond market's Warsh trade collapsed as oil prices soared, driving Treasury yields higher and slashing expectations for near-term Fed rate cuts…
Bloomberg opinion piece highlights how AI hyperscalers contend with chip cost inflation, threatening profitability and sector sentiment.
Jollibee stock sinks to five-year low after Q1 net income plunges 39% on CPI-driven cost pressures, triggering heavy volume selling and analyst…