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Higher Rate Expectations Keep Markets Defensive (05.14.2026) Inflation has pushed back to the center of the market narrative, keeping...

Higher Rate Expectations Keep Markets Defensive (05.14.2026) Inflation has pushed back to the center of the market narrative, keeping...

Bonds Slide on Inflation Fears US Treasury yields surged as Producer Price Index data showed a 6% annual jump for April, the highest...

Yields Rise While Metals Trade Mixed (05.13.2026) Iran’s oil flows from Kharg Island, the country’s main export hub, appear to have...

Yields Rise While Metals Trade Mixed (05.13.2026) Iran’s oil flows from Kharg Island, the country’s main export hub, appear to have...

Euro Holds Firm as ECB Bets Rise (05.12.2026) President Trump described the US-Iran ceasefire as being on “massive life support” after...

Euro Holds Firm as ECB Bets Rise (05.12.2026) President Trump described the US-Iran ceasefire as being on “massive life support” after...

Markets Lean Cautiously Risk-On (05.11.2026) Global markets remained focused on the intersection of geopolitics and policy as investors...

Markets Lean Cautiously Risk-On (05.11.2026) Global markets remained focused on the intersection of geopolitics and policy as investors...

Dollar Weakness Persists (11 – 15 May 2026) Global markets moved through another volatile week as investors balanced resilient US...

Iran has seen the smallest production decline since the war began, with output down around 11%, while other Gulf producers face much...

Optimism Returns to Markets (05.08.2026) Optimism surrounding a possible US–Iran breakthrough softened the dollar and lifted appetite...

Fed Cut Bets Lose Momentum as Warsh Speculation Builds Markets are starting to rethink the Fed outlook as talk of a potential Kevin...

Lower Oil Changes the Market Equation (05.07.2026) Markets opened with a softer dollar tone as optimism around a potential US–Iran...

Risk Appetite Strengthens on Iran Talks (05.07.2026) Markets opened with a softer dollar tone as optimism around a potential US–Iran...