The Yen Trade Revival: How Cheap Funding is Reshaping Global Markets
The 'yen trade' is back, with cheap Japanese funding influencing global capital flows and asset prices.
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Rates & Inflation
Federal Reserve signals, inflation data, bond yields, mortgage rates, and price pressures that shape capital costs.
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Oil Prices Edge Up Amid Iran Tensions, Stocks Show Mixed Reaction to Nvidia’s Earnings
Oil prices gained amid Iran deal optimism and supply concerns.
Ceasefire Hopes, Fed Hawks, and Nvidia’s Mixed Earnings Signal Market Crosscurrents
Global markets react to easing Middle East tensions, hawkish Federal Reserve minutes, and Nvidia's earnings report.
Fed Policymakers Express Concern Over High Energy Prices Fueling Inflation
Federal Reserve policymakers expressed concern over high energy prices and Middle East conflict risks potentially keeping inflation above the 2% target, influencing the outlook...
Bond Yields Surge as Markets Await Nvidia Earnings
Bond yields are climbing to multi-year highs, creating pressure across global markets.