A Gulf shipping standoff threatens global food supply chains, lifting agricultural commodity prices and hitting the world’s most vulnerable farmers through higher…
Europe’s solar boom turns into a waste problem as grids fall behind, drenching power markets in negative prices and threatening developer profit…
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…
Chinese supertanker seen exiting Strait of Hormuz triggers crude supply fears and risk-off flows across equity, bond, and currency markets.
Japan’s 20-year JGB yield hits a 29-year high, heralding faster BoJ hikes and upending global bond and currency markets.
India's import tariff hike on gold and silver pressures bullion demand and lifts the rupee, signaling potential bearish momentum for precious metals…
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…
Gold holds decline as US inflation surge to 4.2% y/y slashes Fed rate cut expectations and lifts dollar and yields.
US inflation surprise pressures Asian stocks, lifts dollar and bond yields.