A surprisingly strong US jobs report fed into fears of sustained inflation, sending Treasury yields soaring and stock prices plummeting. Interest rate cut expectations have been pared to one or two cuts in the second half of the year.
Meanwhile, Chinese markets are bracing for the potential impact of the incoming Trump administration and weak domestic data.
A Middle East escalation reshapes rate paths as the Fed, BoE, and BoJ all tighten amid oil-supply fears.…
Markets confront a synchronized hawkish turn: the Fed, ECB and BOJ are all tightening together for the first…
Markets shifted focus from earnings to macro as a blow‑out August jobs report (162k payrolls; 4.1% unemployment) lifted…
