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Bond Market Fever Breaks Containment as Houthi Advance…
The US 10Y yield surged to 4.944% and the 30Y to 5.361% as Bessent’s $6bn Treasury…
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UBS Flags Complacency as US-China Yield Divergence Hits…
UBS CEO publicly warned of investor complacency as geopolitical and economic risks mount — a rare…
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US Strikes Destroy Five Iranian Tankers, Brent Approaches…
US forces destroyed five Iranian crude tankers overnight; Iran struck back at US positions in Jordan,…
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Crude Breaks Out as Hormuz Escalation Finally Prices…
WTI crude rises ~1.8% to $93.15 as US-Iran exchange of strikes over the weekend forces markets…
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US Jobs Data Reprices Rate Path, Iran Vows Revenge…
US payrolls data prompts investors to reprice the Fed rate path; European equities open with a…
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Norway’s Oil Fund Eyes US Treasury Exit as Hormuz Stays…
Norway’s $2tn oil fund proposes slashing US Treasury holdings — a sovereign-scale signal reinforcing the structural…
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Iran Attacks Kuwait, Hormuz Crisis Deepens — Yet Equities…
Iran launched missile and drone attacks on Kuwait overnight; Trump signaled hostilities won’t last long, and…
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US Strikes Iranian Tankers, Sending Oil and Yields Higher…
US-Iran hostilities escalated sharply overnight: new strikes on Iranian tankers pushed crude higher and drove Treasury…
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Japan’s 30-Year Yield Breaks 3% for First Time Since 1996…
Japan’s benchmark bond yield breached 3% for the first time since 1996, with Bessent explicitly signaling…
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Warsh’s Jackson Hole Hawkishness Sharpens Fed-Treasury…
Fed Chair Warsh’s hawkish Jackson Hole speech lifted September hike expectations, putting the Fed analytically at…