The 2026 Jackson Hole Economic Policy Symposium, scheduled for August 27-29, represents one of the most closely watched central banking events of the year. Federal Reserve Chair Kevin Warsh will deliver his first keynot…
The Federal Reserve's interest rate lift-off in December did little to disturb the uneasy calm that had reigned in financial markets in late 2015. But the new year had a turbulent start, featuring one of the worst stock…
Normally quiet, the bond market can occasionally send warning signals loud enough to hit stock markets worldwide and even grab the attention of U.S. presidents and other world leaders
The 2026 Jackson Hole Economic Policy Symposium, scheduled for August 27-29, represents one of the most closely watched central banking events of the year. Federal Reserve Chair Kevin Warsh will deliver his first keynot…
Southeast Asia's trade-oriented economies are facing a confluence of global trade shocks. The Trump administration in the United States has imposed punitive tariffs while depressed domestic demand in China has led to a …
A 5% long bond isn’t the crisis, it’s the receipt, and the fifteen years when money was free did far more damage to growth than normal interest rates ever will.
Normally quiet, the bond market can occasionally send warning signals loud enough to hit stock markets worldwide and even grab the attention of US presidents and other world leaders.
August 20, 2026, 12:44 AM EDT. Samsung Electronics is preparing a shareholder-return programme worth more than 100 trillion won, or about $71.75 billion, according to Korean media cited by Reuters. The plan is expected …
Investors face a challenging environment during the second half of 2022, needing to navigate rising interest rates, high inflation and resurfacing geopolitical risks. In the near term, gold will likely remain reactive t…
Buying Bonds Here - Different StatisticsBonds (ZN & ZB) are the only markets that have different parameters and statistics compared to the rest. Among other things, they are the only markets where statistics show that t…
Lower Fed hike odds have calmed front-end USD rates, but long-end Treasuries remain vulnerable to higher real yields, fiscal supply pressure and yen spillovers. In Europe, markets remain focused on a September ECB hike,…
Economist Lacy Hunt has been a bond bull longer than most money managers have been in the business. Recently, he made a surprising U-turn on his bullish stance. The following paragraph opens his Second Quarter Review an…
On July 15, 2026, the source for Figure 1 was updated from FRB-NY to Federal Reserve Board.
Eastspring’s Multi Asset Portfolio Solutions team remains tactically constructive on global equities, favouring the US over Europe, but with clear restraint amid unresolved tensions. On fixed income, the team is neutral…
Global stock markets have been on a tear in 2026, extending last year's rally as traders look through geopolitical turmoil and inflation fears.
Lately, it seems like you can’t open a financial publication without stumbling across another article declaring the 60/40 portfolio dead. The pitch is everywhere: bonds are broken, the old rules no longer apply, and inv…
In today’s update: US fiscal pressure and gold prices are moving in lockstep today — with the Fed frozen at 3.50–3.75%, Treasury’s own debt buyers flagging a $1.3 trillion shortfall, and services inflation stuck at a fo…
The Federal Reserve is steering through a thicket of macro crosscurrents, and the challenge is sharpening amid a new report that President Trump has been calling Chair Kevin Warsh since he took the helm at the
Gold is recouping losses above $4,300 in Thursday’s Asian session as the dust settles in the aftermath of the US Federal Reserve (Fed) monetary policy decision and the signing of the US-Iran peace deal.
Most investors still think of catastrophe bonds as something insurers deal with, not something that belongs in a serious portfolio. This thinking is already out of date.
Oil prices turn lower as Bessent says U.S. may have Iran deal "today or tomorrow"
Oil prices turn lower as Bessent says U.S. may have Iran deal "today or tomorrow"
Oil prices turn lower as Bessent says U.S. may have Iran deal "today or tomorrow"
Oil prices turn lower as Bessent says U.S. may have Iran deal "today or tomorrow"
