China’s economy grew 5% in Q1 2026, beating 4.8% forecasts as Western markets face Iran-driven energy shocks and record-low consumer confidence. Here’s what it means for global capital markets.
The University of Michigan Consumer Sentiment Index plunged to a historic 47.6 in April 2026 — the worst reading ever recorded. Here is what it signals for bond markets, equity sectors, and Fed policy.
The IMF’s April 2026 WEO cuts global growth projections and raises inflation to 4.4%. What it means for bonds, equities, and the Fed.
U.S. tariff collections fell $4B in March alone and are now down 30% since October. Here’s what that means for the federal deficit and Treasury yields.
A rare alignment of stock and bond market warning signals — mirroring patterns seen before every U.S. recession since 1970 — is putting capital markets on edge.
Money markets repriced Fed rate-cut odds from below 10% to 40% as US-Iran peace talk optimism sent oil prices lower. Here is what bond investors need to know.
The IMF has cut its 2026 global growth outlook amid the Iran energy crisis, sticky inflation, and US-China tariffs. Here’s what capital markets need to watch.
US tariff revenue fell 30% since October to $22 billion in March. Here’s what the shortfall means for the deficit, Treasury supply, and bond yields.
China’s factory prices turned positive for the first time in 3 years, driven by surging oil. Here’s what that global shift means for bonds and Fed policy.
Traders now see a Fed rate hike as more likely than a cut. Here’s what Treasury yields, FedWatch data, and bond markets are pricing in for 2026.