Rate Cuts Delayed to 2027: What It Means for Bond Markets
The Fed’s Goolsbee signals rate cuts may wait until 2027 as March PPI hits a 3-year high. Here’s what the pause means for bonds and borrowing costs.
capital markets
Q1 Bank Earnings: Citigroup Soars as Wells Fargo Stumbles
Citigroup’s Q1 profit surged 42% on trading and dealmaking while Wells Fargo fell 5% on a revenue miss. Inside the 2026 bank earnings split.
Stocks and Bonds Send a Rare Recession Warning in 2026
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.
SEC DeFi Green Light: Inside the Landmark Regulatory Shift
The SEC exempted DeFi user interfaces from broker-dealer rules in a landmark staff statement — a watershed moment for crypto capital markets.
Fed Rate-Cut Odds Hit 40% as Iran Peace Talks Ease Oil Fears
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.
IMF Slashes Global Growth Outlook: Capital Markets on Alert
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.
Gold Near $5,000: Inside the 2026 Bullion Rally
Gold touched nearly $5,000 per ounce in early 2026 before pulling back to $4,811. Here’s what’s driving the historic rally — and whether it can last.
Consumer Confidence Hits Record Low: Iran Energy Shock
US consumer confidence hit a record low in April 2026 as the Iran energy shock drives CPI to 3.3% and stagflation fears deepen across markets.
Bitcoin Hits $74K: What US-Iran Peace Talks Mean for Risk Markets
Bitcoin surged above $74,000 to a one-month high as US-Iran peace negotiations lifted risk appetite across crypto and equity markets. Here’s what it signals.
US-China 145% Tariffs: The Capital Markets Shock
From frozen IPOs to widening credit spreads, the US-China 145% tariff war is reshaping capital markets in ways not seen since the financial crisis.