inflation – GLOBAL MACRO INSIGHTS

When the Safe Haven Starts Leaking, Treasuries Discover Geopolitics Has a Price

US Treasuries retreated as investors reassessed what had long been treated as an unquestioned refuge. The trigger was not data, nor central bank guidance, but...

The Inflation Mirage: When the Numbers Behave but the Empire Still Burns

US core inflation slowed more than expected in December, offering Washington a rare moment of numerical relief at the end of a year disfigured by...

When the White House Puts a Gun on Monetary Policy

As the Trump administration prepared to anoint the next chair of the US Federal Reserve, it chose instead to fire a warning shot at the...

New pressures on FED independence

The line that once separated monetary authority from political power has finally been crossed — not with a speech, nor with a reform bill, but...

Disinflation or Statistical Mirage? America’s CPI Blinks — and the Fed Squints

US core inflation has conveniently settled at its lowest annual pace in four years — an outcome as reassuring as it is suspect. According to...

Europe Calls Time on Rate Cuts

Markets are quietly, but decisively, signalling that Europe’s great rate-cutting adventure is already drawing to a close. Across the continent, investors are converging on the...

The Fed’s 2026 Reckoning: When Data Meets Debt and Illusion

The long-simmering argument in the US Treasury market over what the Federal Reserve will dare to do in 2026 is about to turn openly confrontational,...

The Fed Cuts Again: a new piece of theatre

The Federal Reserve, ever anxious to appear both decisive and contemplative, has delivered its third consecutive rate cut, trimming another 25 basis points from the...

The Funeral of Easy Yield

For income-hungry investors, the age of lazy, state-sponsored abundance is drawing to an unceremonious close. For years, one could be handsomely paid for doing precisely...

GLOBAL MACRO INSIGHTS

Tag: inflation