30 articles
Israel’s election has ended without a clear winner, leaving the future of its war with Iran uncertain. The political deadlock could have major consequences for global oil prices, inflation and…
America’s biggest bank says the US economy remains strong. Yet JPMorgan CEO Jamie Dimon has identified five risks that could shake stock and bond markets, even as Wall Street prepares…
A cryptocurrency market crash is now one of the most likely economic shocks over the next 12 to 18 months, according to Moody’s Analytics. The warning comes just two days…
Brazil just witnessed one of the most shocking election results of the year, as incumbent president Luiz Inácio Lula da Silva was re-elected by defeating right-wing candidate Flávio Bolsonaro, with…
A Bloomberg Economics model shows Bank of England (BoE) officials are the most hawkish since early 2023. Markets now price a near-certain rate hike on Nov. 5. The BoE has…
Japan’s policy shift appears to be making the yen less likely to slump when global yields climb, according to Goldman Sachs. The bank now sees the currency as an effective…
The US dollar was mostly softer after the G10 currencies last week. The euro, where the bond tensions escalated, was the notable exception. It finished the week with a modest…
▶ Bitcoin Magazine Parker Lewis: Bitcoin Will Settle 100% of Global Payments Parker Lewis says Bitcoin will settle 100% of global payments, and that the credit system pushing people toward…
Trader Peter Brandt said on X that a EUR/JPY short is now his firm’s largest futures and currency position. The pair has fallen from an April high near 187.5, yet…
Japan’s core inflation rose above the Bank of Japan’s (BOJ) 2% target in September for the first time in nine months. That strengthens the case for a rate hike in…
Bond yields pulled back last week, with the 10-year Treasury yield down 14.6 basis points. Fidelity’s Jurrien Timmer says a range may be forming, but he blames sticky inflation and…
France’s borrowing costs are now higher than Italy’s. Weekend riots pushed the French 10-year yield to about 4.85% on Monday, the sharpest rise in the G7. Italy, long seen as…
In understanding and anticipating exchange rate movement we often privilege interest rates and the drivers of capital flows instead of trade flows. However, a new player may have entered the…
Trump’s $5,000 check is back on the campaign trail, promised to every adult US citizen if Republicans hold Congress. The payout could cost $1 trillion to $1.7 trillion, yet no…
Bitcoin dropped below $82,000 after September's core CPI beat forecasts as analysts weigh price targets and an October hike.
US consumer prices rose 3.7% in the year to September, above the 3.6% forecast, and Bitcoin and gold fell within minutes. The hotter reading raises the odds of another Federal…
Many of the business elites in Venezuela worry that replacing the bolivar with the US dollar would remove Venezuela’s ability to devalue its domestic currency against the dollar, and that…
New York Federal Reserve President John Williams sees no reason for further rate hikes in 2027. He still expects one more increase before this year ends. Futures traders see a…
The 10-year US Treasury yield topped 5.3% this month, its highest since 2002, so Bitcoin (BTC), which pays no yield, now competes with a government-backed return above 5%. The catch…
Wall Street’s next selloff could start in the bond market. Veteran strategist Harley Bassman warns that if 20-year US Treasury yields hit 6%, trading rules could unleash pressure equivalent to…
Cleveland Fed President Beth Hammack said that restrictive monetary policy is appropriate to return inflation to 2%. She also favors making smaller rate adjustments quickly rather than waiting and risking…
The S&P 500’s yield spread over 10-year Treasuries has hit -1.5 percentage points, the lowest since 2009. Safer government bonds now out-yield stocks on that measure, according to The Kobeissi…
The US dollar is surging, and that could spell trouble for Bitcoin and Wall Street. The US Dollar Index (DXY) reached an 18-month high near 102.56 on Monday, while Bitcoin…
