Bonds
Macro
Markets
Core Inflation at 3.1% Breaks Fed’s Disinflation Story
January PCE data exposes sticky price pressures that invalidate rate cut consensus and force repricing across duration, credit, and carry trades.
Markets
Salesforce Guidance Miss Triggers $2.8 Billion Rotation Into Australian Bonds
Big Tech's cautious AI outlook meets real money as global investors price in the bubble premium.