Global Daily
Global Daily: My Word is My Bond
US and European equity indices were firmly in the black on Friday as the recent run up in bond yields took a breather...
Global daily: Unwanted, not unwarranted
Oil prices rose again yesterday, while US bond yields stabilised and the French-German bond spread inched up. The French government has yet to reassure markets.
Global Daily: Thumos-maxxing
US sovereign yields steadied yesterday as a 10-year bond auction saw strong investor demand...
Global Daily: (A)Inflation
Warsh’s proposal to incorporate the deflationary effects of AI into the Fed’s forecasts also seems to have been delayed...
Global Daily: War-er for longer?
Monday saw Treasuries slump again, 10s up to 5.31% and 30s to 5.67%, the highest since early 2002. From conflict to commerce, we live in an era of 'war-er for longer.'
Global Daily:
Friday’s US payrolls were weaker than expected but look to key roles in Yemen, Ukraine, Taiwan, and Brazil over that report.