Kevin Warsh, hawkish candidate for Fed chair, could confront intractable inflation, driving higher US yields, a stronger dollar, and a risk-off tilt…
RBNZ survey shows New Zealand one-year inflation expectations at 2.8%, highest since 2023, fueling rate hike bets and lifting the kiwi dollar…
Japan’s 20-year JGB yield hits a 29-year high, heralding faster BoJ hikes and upending global bond and currency markets.
Australian fiscal expansion stokes inflation and sets up a policy clash with the RBA, weighing on the Australian dollar and bonds.
Goldman Sachs turns bullish on the dollar, citing an energy shock that will keep U.S. interest rates elevated and widen yield differentials…
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…