Bond Bears Reload Fed Rate Hike Wagers on Stubborn Inflation
Bond bears drive Treasury yield surge and equity selloff as stubborn CPI fuels aggressive Fed rate hike bets.
Bond bears drive Treasury yield surge and equity selloff as stubborn CPI fuels aggressive Fed rate hike bets.
Hotter-than-expected May 2026 inflation jolts markets, forcing a hawkish Fed repricing and undermining the Trump administration’s midterm economic messaging.
UK gilt yields spiked to 5.12% and sterling fell 1.4 cents as triple pressures from record borrowing plans, sticky inflation, and a…
U.S. power prices surge 61% faster than inflation as demand from AI and onshoring strains supply, lifting energy stocks and inflation expectations…
Markets price out Fed rate cuts through 2027, sending Treasury yields and the dollar soaring as a hot inflation report revives rate…
$35.5 billion US tariff refunds cleared for importers, boosting corporate cost relief and easing trade tensions.
US April inflation tops forecasts as Iran conflict sends gas, airfare and rent soaring; real wages drop and markets now price a…
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.