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. CPI surged 3.3% annually in March 2026—its biggest monthly jump since 2022—while consumer sentiment crashed to an all-time low of 47.6. Here’s what the double bind means for markets.
March 2026 PPI rose just 0.5% vs 1.1% expected. Here’s what the wholesale inflation surprise means for Fed policy and bond markets.
Trump’s Fed chair pick Kevin Warsh faces a Senate confirmation hearing April 21. Here’s what his hawkish track record means for rates, bonds, and equities.
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.
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.
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.
April CPI rose 3.3% year-over-year with a 0.9% monthly spike—biggest jump since 2022. What it means for the Fed, bonds, and equities.