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

September 12, 2026April 10, 2026 by Bruno
China’s Factory Deflation Ends: What It Means for Bond Markets

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

Central Banks Are Hoarding Gold Again. China Is Leading.

September 12, 2026April 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

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