Macro/Rates News
Global Rate and Asset Markets Tense Ahead of Fed and BOJ Policy Meetings
Macro/Rates
Wait-and-see stance across gold, bond, and equity markets alongside growing inflation hedge demand ahead of Fed rate decision and BOJ meeting.
Global Monetary Policy and Bond Market Tensions Escalate Ahead of FOMC
Macro/Rates
Singapore delivered a surprise tightening amid surging oil prices while US Treasury and inflation-linked bond markets moved ahead of the July FOMC meeting.
New Warsh Fed Regime Launches Amid Renewed Global Inflation Pressures
Macro/Rates
Warsh's overhaul of Fed communications, surging New Zealand inflation, and the Dallas Fed's call for rate hikes have combined to expand macro uncertainty.
June Import Prices Surge Unexpectedly as Fed Maintains Inflation Vigilance
Macro/Rates
Chinese import prices posted their largest jump in 18 years while the Fed maintained a hawkish stance and gold repatriation spread globally.
June Inflation Slows Unexpectedly, Fed Rate Hike Bets Retreat
Macro/Rates
Simultaneous declines in CPI and PPI boosted Treasuries and emerging market currencies, while gold remained on the sidelines.
Mixed Global Inflation Signals and Monetary Policy Direction
Macro/Rates
US CPI came in below expectations while India's inflation exceeded target and the yen weakened further, highlighting divergent global price and currency trends.
US-Iran War Drives Oil Prices Up, Reigniting Global Inflation
Macro/Rates
India's June CPI exceeded expectations, the Fed warned of potential rate hikes, and the cryptocurrency market declined.
US-Iran Clash Reignites Dollar Strength and Rate Hike Bets
Macro/Rates
Renewed Middle East geopolitical risk drove energy prices higher and strengthened expectations of additional Fed tightening.
Inflation Data and Political Pressure Intersect Ahead of July Fed Meeting
Macro/Rates
Chair Warsh's first congressional testimony, inflation indicators, and Trump's pricing pressure on corporations will shape the July Fed decision.
US-China Economies Send Mixed Signals Amid Fed Policy Uncertainty
Macro/Rates
Debate over the Fed's rate path intensified, while China's CPI slowed and PPI hit a four-year high, and the divergence between the US stock market and economy widened.
FOMC Minutes and BofA Warning Highlight US Economic Divide and Inflation Concerns
Macro/Rates
Inflation concerns emerged in Warsh's first FOMC as Chair, while BofA warned of a polarized US economy.
Global Currency and Bond Markets Shift as Fed Policy Awaited
Macro/Rates
Amid a wait-and-see stance on the Fed's rate path, global macro landscape shifts including yen weakness and expanded German bond issuance.
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