Markets The ‘highest since narrative’ that recently haunted the long end of bond curves in multiple countries yesterday culminated in the US 30-y yield breaking beyond the 5.15%/5.17% 2025/2023 peak levels. The tenor reached the Read more…
In focus today In the US, the minutes from FOMC’s April meeting will be released tonight. Markets are looking for further forward-looking views after the divided rate decision. We will also keep an eye out Read more…
UK inflation slowed more sharply than expected in April, offering the Bank of England some near-term relief as both headline and core price pressures cooled to multi-year lows. Headline CPI decelerated from 3.3% yoy to Read more…
Tesla Full Self-Driving (Supervised) finally made its way to Europe through the Netherlands last month as the first stop in its long-term plan to become legal throughout the European Union. But now that the tech Read more…
It’s the same story, different day. Trump yesterday first called off an attack on Iran, then said he would resume strikes if they can’t agree on a deal. NATO said it could help secure shipping Read more…
Key Takeaways Surging global bond yields intensified pressure on equity markets as the US 30-year Treasury yield approached the critical 5.20% level, reinforcing fears that the Federal Reserve may shift toward future rate hikes instead Read more…
Wall Street has spent decades drawing bright lines around what counts as a bet versus an investment. Compliance manuals grew thick because the cost of getting that line wrong is jail time and seven-figure fines. Read more…
Key Highlights Gold started a fresh decline below the $4,600 support. A major bearish trend line is forming with resistance at $4,660 on the 4-hour chart. WTI Crude Oil regained traction and climbed above $105. Read more…
This week, US 10-year Treasury yield has surged through its March-April range in a violent breakout that has pushed yields to fresh 52-week highs and their highest levels since early 2025. This is not just Read more…
The People’s Bank of China left its benchmark lending rates unchanged in May, extending its policy pause to a full year as authorities signaled little urgency to deliver additional monetary easing despite slowing domestic momentum. Read more…