North Sea oil flipped to a rare discount during the Iran conflict as oversupply and weak demand eclipse geopolitical risk, hitting Brent…
Hyperscalers' AI buildout fuels historic capex and surging energy demand, lifting two under-the-radar stocks poised to benefit from the power needs of…
US 10Y Treasury yield spikes to multi-month high as April PPI inflation overshoots forecasts, accelerating a bond rout and reshaping Fed rate-cut…
Series I Bonds regain appeal as inflation spikes, offering composite rates above 6% and a safe harbor for cash in uncertain economic…
Japanese funds offloaded the largest amount of US debt since 2022 as Fed rate-cut wagers flipped, pointing to weaker foreign Treasury demand…
Goldman Sachs bets on AI to drive revenue growth without significantly adding staff, lifting efficiency and margin outlook for the banking sector.
US oil export limits face a stress test as Iran conflict threatens supply, raising crude price risks and shifting focus to shale…
Investors dump dovish Fed bets as Warsh trade crumbles, shifting to expectations of rate hikes and tighter monetary policy that lift the…
Kevin Warsh, hawkish candidate for Fed chair, could confront intractable inflation, driving higher US yields, a stronger dollar, and a risk-off tilt…
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.