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China’s Factory Deflation Ends: What It Means for Bond Markets

April 10, 2026April 10, 2026 by Bruno

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.

Categories Federal Reserve & Rates Tags bond markets, capital markets, China, Fed policy, inflation, treasury yields Leave a comment

Central Banks Are Hoarding Gold Again. China Is Leading.

April 7, 2026 by Bruno

China’s central bank just made its largest gold purchase in a year. Here’s why central banks worldwide are stockpiling bullion and what it signals for markets.

Categories Stock Market Tags central banks, China, dedollarization, gold, stock market Leave a comment

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