Tuesday, 27 October 2026
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This past weekend, Adam Taggart and I discussed what happens to Treasury bond yields when the United States enters a military conflict. The conventional wisdom is reflexive and tidy. A conflict triggers a flight to safe…
Imagine someone looking into their crystal ball and telling you at the beginning of October that the coming September CPI data would be higher than expected, and producer prices (PPI) would rise 1.3% for the month, well…
The RBA deputy governor has identified inflation as the "one big problem" still facing Australia's economy.
The United Kingdom’s gilt market is navigating a complex shift in risk appetite, driven primarily by the contagion effects emerging from its closest continental neighbour. While the Bank of England maintains its own pol…
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Millions of Americans will move forward with home purchases this year, despite mortgage rates that won’t budge from their perch above 6% and home prices that continue to break records. Some of these buyers are banking o…
The Consumer Price Index hit 3.7% in September – the latest sign that inflation remains a problem that isn't going away.
More than 16 years after the eurozone debt crisis erupted, France's fiscal woes are reviving uncomfortable memories
The size and persistence of inflation post-COVID-19 was among the largest problems the U.S. economy has faced in decades. The rise in house prices was a major contributor to this inflationary episode. Understanding this…
Crude oil prices jumped and stock prices fell after President Trump declared an end to the fragile ceasefire in the Strait of Hormuz. The U.S. military attacked dozens of targets along the Iranian coastline overnight, i…
📘 Why Manual Forex Trading Is Officially Dead — And AI Will Bury It in 2026 ________________________________________ 1. 🚨 Executive Summary Manual FX trading is not merely declining—it is entering its terminal phase. As…
The Relationship Every Gold Trader Should Understand Why Falling Real Yields Continue to Be One of Gold's Most Powerful Bullish Catalysts "Gold does not compete with stocks. Gold does not compete with bonds. Gold compet…
Rising US long-term interest rates have become the defining issue in global financial markets. But why have they climbed so fast? Yields have now surpassed the expected return on stocks for the first time in 20 months —…
(Kitco News) – Gold prices saw another choppy week, as renewed Middle East uncertainty and bargain-hunting failed to offset pressure from elevated Treasury yields, a resilient U.S. dollar, and fresh evidence that the Fe…
Have a question about the markets, your portfolio, or a topic you’d like us to cover in a future newsletter?
There is an FX sting in the tail as well. If Japanese investors are trimming exposure to European debt, EUR/JPY starts to matter as more than a conventional rate-spread trade. It becomes a possible capital-flow tell, wh…
It is a privilege to be here in Tallinn to deliver this lecture in memory of Professor Ragnar Nurkse. Widely regarded as one of the intellectual fathers of the post-war Bretton Woods system, his work showed how external…
Three themes have been shaping portfolios through the summer: politics; bond yields; and (inevitably) AI.
Actions by advanced economies to limit rising government bond yields are unlikely to be durable without additional policy change or a material economic slowdown—but the first is unlikely and the second is unwanted.
Precious metals investors are watching market conditions closely as gold and silver hover at pivotal price points. While both metals have already posted impressive gains, multiple converging factors suggest we may be wi…
SEOUL – A surge in long-term US Treasury yields is driving up borrowing costs in Korea, lifting government bond yields and adding pressure on companies, households and stocks.
TOKYO - Tokyo stocks fell on October 2, with the Nikkei 225 closing at 68,309, down 647 points, as investors took profits after the previous day’s sharp rally and turned cautious ahead of U.S. employment data, rising gl…
It appears that investors are concerned that the economy could be overheating, potentially leading to a faster tightening of monetary policy by the Federal Reserve. Last week, S&P Global released its latest flash purcha…
On August 19, 2026, the U.S. Treasury announced that it would at least double the size of its liquidity-support buyback operations in the 10-to-20-year and 20-to-30-year maturity sectors.
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