Bonds & credit
Unwanted U.S. Long Bonds: Treasury Steps In, and Gold Rises
Treasury buybacks may ease pressure on long bonds, but their mechanism and limits differ from Federal Reserve quantitative easing.
74 research article
Currencies & global markets
The Cheapest Money Is Becoming More Expensive
Rising yen funding costs and exchange-rate volatility are changing the risks of the global carry trade.
Bonds & credit
Why Are Government Bond Yields Rising Around the World?
Sticky inflation, fiscal deficits and term premiums are contributing to a global repricing of long-term financing costs.
Bonds & credit
Could $40 Trillion in U.S. Debt Really Blow Up?
The article examines the slower fiscal squeeze caused by interest costs rather than treating the debt burden only as an immediate default risk.
Bonds & credit
How Did U.S. Debt Reach $40 Trillion?
A timeline traces the accumulation of U.S. debt through crises and the growing fiscal impact of higher interest rates.
Energy & precious metals
Crude Oil Rises 10%—Why Do Supermarket Prices Rise Only 1%?
Energy costs reach consumers through a chain of production, distribution, margins and time lags rather than a one-for-one pass-through.
Currencies & global markets
Gold Above $4,380 and Two-Year Yields Below 4.1%: What Is the Market Pricing In?
Treasuries, gold and the dollar responded as expectations of another rate increase eased. A greater likelihood of unchanged rates does not establish that a cut is coming.
Economic data
Are Rate-Increase Expectations Receding? Three Key Readings This Week
CPI, PPI and retail sales show easing price pressures and weaker consumption, while markets shift towards a September pause.
Economic data
The PPI Release: What Did Producer Prices Tell Us?
July PPI came in below expectations, but producer and consumer prices need to be interpreted using their different scopes.
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