The 30-year Treasury hovers near 5% as foreign buyers pull back, Iran’s Strait of Hormuz crisis adds volatility, and the term premium makes a structural comeback. Here’s what it means for every borrower.
BNP Paribas projects AI could lift U.S. GDP by more than 10% by 2034. Here’s what that forecast means for investors, interest rates, and capital markets right now.
Brent crude topped $100 as Iranian gunboats threaten the Strait of Hormuz. Here’s what the oil shock means for energy debt, sovereign bonds, and Fed policy.
Kevin Warsh’s Senate confirmation hearing sent measured signals through bond markets and rate desks. Here’s what his nomination means for monetary policy, Treasury yields, and credit markets.
Sticky 3.3% inflation, oil price shocks, and a Fed frozen on rate cuts are reviving stagflation fears not seen since the 1970s. Here’s what capital markets are signaling.
Fed’s Beige Book reveals AI productivity is shrinking corporate hiring — what it means for rate policy, bond markets, and equity valuations.
Over half of U.S. homeowners hold COVID-era mortgages at sub-4% rates. How this lock-in is reshaping housing supply, MBS markets, and Fed policy in 2026.
Jerome Powell’s term ends May 15, 2026. With 30 days left, capital markets are weighing what comes next for interest rates, bonds, and the dollar.
Foreign holdings of US Treasuries are declining as trade tensions escalate. Here’s what’s driving the selloff and what it means for yields, the dollar, and American borrowers.
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.