bond market

Macro Markets

Senate Tax Cut Package Collides With Fed Inflation Fight as Bond Market Reprices

Fiscal expansion arrives just as headline CPI hits 3.8% and 10-year yields climb to 4.56%, forcing new Fed Chair Kevin Warsh to navigate conflicting pressures from Capitol Hill and bond vigilantes.

8 min read ·
Macro Markets

Treasuries Lose Safe-Haven Status as Iran Conflict Exposes Fiscal Credibility Crisis

Institutional investors sold long-dated US bonds during geopolitical escalation, marking a historic inversion of flight-to-safety mechanics amid rising fiscal concerns

8 min read ·