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.
Wage growth inequality is at its widest since 2015. Here’s what the widening divide means for consumer credit, retail, and capital markets.
March 2026 CPI data came in below forecasts, sending bond yields lower and reviving expectations for Fed rate cuts later this year.