European shares plunge as bond market selloff intensifies
European stocks opened sharply lower as bond yields hover near multi-decade highs, with Italy leading declines.
28 min ago7 min read
Macro Rates
Dollar strength threatens to trigger a harmful loop in Asian emerging economies
A strong dollar is putting pressure on Asian emerging markets like Thailand and Indonesia, risking a vicious cycle of capital outflows and weaker currencies.
1 h ago10 min read
Bitcoin Dips Below $85,000 as On-Chain Data Highlights $81,000 Support
Bitcoin fell back below $85,000 on low volume; on-chain data shows large buy orders at $81,000 as next support.
2 h ago13 min read
How rising bond yields could affect what you pay at the checkout
Rising bond yields can lead to higher taxes, subsidy cuts or price increases that affect consumers.
3 h ago8 min read
Fed Hike Probability Drops to 18% as Markets Brace for Rate Pause
Fed hike odds drop to 18.3% after weak jobs and inflation data, with cuts at 0%. A hold is the base case.
4 h ago8 min read
Gold edges up from two-month trough; $4,275 level key, says Pepperstone
Gold rose as the dollar eased from an 18-month high, but a break above $4,275 is needed for a sustained recovery, analysts say.
5 h ago14 min read
Tokyo Exchange to offer meeting-based BoJ rate futures
Tokyo Financial Exchange to launch TONA futures for BoJ meeting-by-meeting rate bets, targeting improved hedging and pricing clarity.
5 h ago13 min read
China goes its own way in global debt selloff with 10-year yield at 1.7%
China's 10-year government bond yield touched 1.7%, diverging from a global debt selloff, with the PBOC a net bond buyer this year.
5 h ago15 min read
Jim Bianco, Longtime Bond Bear, Now Bullish on Bonds as 5% Yields Seen as Fair
Jim Bianco turns bullish on bonds for the first time in six years, citing 5% yields as fair value.
6 h ago8 min read
US one-year inflation outlook climbs to 3.9% in September: NY Fed
US one-year inflation expectations rose to 3.9% in September, the highest since May 2023, according to a New York Fed survey.
9 h ago15 min read
Fed minutes show most policymakers expect another rate hike this year after September increase
Minutes from the Fed's September meeting show unanimous rate hike and majority expect another increase by year-end due to inflation concerns.
9 h ago15 min read
Wall Street Swings From Record Highs to Losses as Yields, Oil Climb
Wall Street gave up gains after the S&P 500 hit a record, as Treasury yields surged and oil prices rose.
10 h ago9 min read
Goldman Sachs: AI infrastructure delivery now the main challenge
Goldman Sachs investors see AI power demand as settled, with delivery now the key constraint on infrastructure buildout.
10 h ago15 min read
Fed minutes confirm December rate hike as markets rebound
US markets staged a comeback after early weakness; Fed minutes confirmed a December rate hike is on track.
12 h ago7 min read
Fed Minutes Show Most Officials See Another Hike; Bitcoin Reacts as Stocks, Gold Stay Flat
Fed minutes from September meeting revealed most officials expect another rate hike in 2026. Bitcoin rose slightly while stocks and gold barely moved.
13 h ago14 min read