US CPI Day: Why August Inflation Could Reprice Fed Bets, the Dollar and Gold
Economy

US CPI Day: Why August Inflation Could Reprice Fed Bets, the Dollar and Gold

The August CPI print is expected at 0.4% m/m headline and 0.2% core. The surprise against those forecasts—not the level—...

Niamh O'Sullivan 👁 3 💬 0
Strong US August payrolls lift rate-hike odds to 58%; Dow falls
Economy

Strong US August payrolls lift rate-hike odds to 58%; Dow falls

US employers added 162,000 jobs in August, far above the 53,000 forecast. Traders now see a 58% chance of a September Fe...

Niamh O'Sullivan 👁 16 💬 0
The Income Playbook Built for a 5% Treasury Era
Markets

The Income Playbook Built for a 5% Treasury Era

With the 10-year Treasury near 4.74% and the 30-year above 5.27%, an income analysis argues for pairing midstream MLPs w...

Yael Ben-David 👁 20 💬 0
Fed's Warsh Signals Higher Rates Possible as Markets Reprice Hike Odds
Markets

Fed's Warsh Signals Higher Rates Possible as Markets Reprice Hike Odds

Warsh's Jackson Hole debut pushes traders to see a near-60% chance of a September hike; stocks drift while two-year yiel...

Yael Ben-David 👁 38 💬 0
US Public Debt Tops $40 Trillion as Long-Term Yields Hit 18-Year High
Economy

US Public Debt Tops $40 Trillion as Long-Term Yields Hit 18-Year High

The Treasury is doubling buybacks of long-term bonds after 30-year yields touched 5.34%, the highest since 2007, deepeni...

Niamh O'Sullivan 👁 50 💬 0
US Retail Sales Drop and Consumer Confidence Slide; Hong Kong GDP Forecast Lifted to 4.5% Top End
Markets

US Retail Sales Drop and Consumer Confidence Slide; Hong Kong GDP Forecast Lifted to 4.5% Top End

July US retail sales fell 0.6% and the Michigan consumer sentiment index came in at 51, missing forecasts, while Hong Ko...

Yael Ben-David 👁 55 💬 0
AI's Infrastructure Boom Is Now an Inflation Risk for Stocks and Bonds
Markets

AI's Infrastructure Boom Is Now an Inflation Risk for Stocks and Bonds

Computer, software and energy costs tied to AI are pushing inflation higher now, complicating Fed policy and lifting Tre...

Yael Ben-David 👁 50 💬 0
Rising Treasury Yields Meet Record Leverage, Testing Market Stability
Markets

Rising Treasury Yields Meet Record Leverage, Testing Market Stability

Thirty-year Treasury yields above 5.2%, record margin debt and a $3tn AI selloff are combining into an early-warning sig...

Yael Ben-David 👁 46 💬 0
US Stocks Climb Record Peaks as Broad Profit Surge Silences Doubters — For Now
Markets

US Stocks Climb Record Peaks as Broad Profit Surge Silences Doubters — For Now

S&P 500 earnings jumped 47% in Q2, with growth spreading far beyond tech. Yet surging long-term yields, a pivotal Fed de...

Yael Ben-David 👁 31 💬 0
Gold Jumps 3% Toward $4,200 as Dollar Slips and Yields Slide
Markets

Gold Jumps 3% Toward $4,200 as Dollar Slips and Yields Slide

Gold rallied 3% to $4,199.78 an ounce as a weaker dollar and sliding Treasury yields drew buyers, with Middle East tensi...

Yael Ben-David 👁 46 💬 0
Brent Slides 4.9% as Trump Pauses Iran Strikes, Calming Stocks for Now
Markets

Brent Slides 4.9% as Trump Pauses Iran Strikes, Calming Stocks for Now

Brent crude fell to $83.59 after Trump said he would hold off on new Iran strikes, lifting stocks and easing inflation f...

Yael Ben-David 👁 43 💬 0
Gold Slides as Treasury Yields Rise, Traders Weigh Fed Messaging After Rate Pause
Markets

Gold Slides as Treasury Yields Rise, Traders Weigh Fed Messaging After Rate Pause

Spot gold dropped 0.4% to $4,048 as rising U.S. bond yields increased the opportunity cost of holding the metal; investo...

Yael Ben-David 👁 45 💬 0
US Mortgage Rates Hit 11-Month High, Squeezing Homebuyers
Personal Finance

US Mortgage Rates Hit 11-Month High, Squeezing Homebuyers

The average 30-year fixed mortgage rate climbed to 6.76% for the fourth straight week, the highest since August 2025, as...

Shira Katz 👁 36 💬 0