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IMF

IMF Slashes 2026 Growth Outlook: What Capital Markets Must Now Price In

October 27, 2026May 23, 2026 by Bruno M.

The IMF’s April 2026 World Economic Outlook delivers a stark growth downgrade. Here’s how bond, equity, and sovereign debt markets are responding.

Categories Economy & Macro, Energy & Commodities, Inflation Tags bonds, capital markets, emerging markets, Fed policy, global economy, IMF, sovereign debt

IMF Warns U.S. Debt Is Eroding the Treasury Safe-Haven Premium

October 27, 2026April 20, 2026 by Bruno M.

The IMF says runaway U.S. debt is eliminating the traditional safety premium on Treasury bonds — and the implications stretch far beyond fixed income.

Categories Federal Reserve & Rates Tags capital markets, fixed income, IMF, sovereign debt, treasury bonds, US debt

IMF Slashes 2026 Growth Forecasts: What Markets Need to Know

October 27, 2026April 15, 2026 by Bruno M.

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.

Categories Economy & Macro Tags bond markets, capital markets, federal reserve, global economy, IMF, inflation, interest rates

IMF Slashes Global Growth Outlook: Capital Markets on Alert

October 27, 2026April 14, 2026 by Bruno M.
IMF Slashes Global Growth Outlook: Capital Markets on Alert

The IMF has cut its 2026 global growth outlook amid the Iran energy crisis, sticky inflation, and US-China tariffs. Here’s what capital markets need to watch.

Categories Economy & Macro Tags bond markets, capital markets, emerging markets, global growth, IMF, inflation

Stagflation 2026: Why Wall Street Is Finally Worried

October 27, 2026April 7, 2026 by Bruno M.

The IMF and Bank of America are warning of stagflation as oil prices, weakening manufacturing data, and stubborn inflation collide. Here is what the data shows.

Categories Stock Market Tags federal reserve, IMF, inflation, stagflation, stock market

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