Iran Conflict Is Tearing Up the Bond Market’s 2026 Playbook
(Bloomberg) — Even before last weekend, Pacific Investment Management Co.’s Daniel Ivascyn was preparing for turbulence. With AI-related…
Bond Traders Scour Payrolls to Gauge Fed Path Amid Oil Rise
Bloomberg (Bloomberg) — Bond investors, who have been focused on inflation since the Iran war began, say a…
Asian Markets in Free Fall as Oil Price Surge Stokes Inflation Fears
Investors in Asia are dumping technology stocks as they brace for an inflation shock from the surging oil…
Top economist Torsten Slok warns of an ‘inflation mountain’ in a potential repeat of the ’70s
Torsten Slok has been turning heads on Wall Street with his charts for years, since he was at…