Japan’s inflation remains elevated, with nationwide CPI hitting 4.0% y/y in January (from 3.6% in December), driven primarily by rising...

Stock markets softened further overnight, with renewed concerns about consumer spending and geopolitical uncertainty. The Dow closed down...

Global markets inched higher overnight as the latest Federal Reserve minutes were digested. Treasury yields edged lower, with the 10yr...

Bond Market Insights - Wed 19 Feb 2025 U.S. Treasury yields climbed higher on Tuesday, reversing Friday’s retail sales-driven gains, as...

A hot U.S. CPI report for January (up 0.5 m/m) caused a distrubance in the Force, equities initially stumbled but found their footing,...

Markets were subdued ahead of CPI. U.S. Treasury yields rose marginally, while equities were mixed. Powell’s testimony before the Senate...

Markets continued their steady climb despite ongoing uncertainties surrounding trade policies and tariffs. Equity markets also remained...

UST yields bounced Friday on another solid jobs report + a sharp uptick in UMich inflation expectations, with 2yrs closing at 4.29%, up...

DJIA +0.7% / S&P +0.4% / CCMP +0.2% / US10YR -9pts 4.4221 / CRUDE -2.1% $71.19 / GOLD +0.8% $2,865/ VIX -8.4% $15.77 The US primary...

Markets rebounded after initial weakness driven by softer macro data and trade developments. The weaker JOLTs report supported USTs,...

* DJIA -0.3% / S&P -0.8% / CCMP -1.2% / US10YR -0.5pt, 4.54% / CRUDE -0.5%, $72.92 / GOLD +0.6%, $2,815 / VIX +13% $18.57 A choppy...

2025 has ushered in an era, where geopolitical manoeuvring and economic statecraft have become deeply intertwined. The Chinese Year of...