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Bond yields are climbing across global markets as energy costs, inflation risk and a wave of new debt issuance stack up at the same time. The consequence is a straightforward one for investors, because safer income competes directly with equities and a disorderly move in yields carries more market risk than artificial intelligence bubble fears.
The 1999 tightening cycle began with the Federal Reserve close to neutral, following a run of insurance cuts, and with a technology investment wave running through the U.S. economy. Front end yields kept climbing after the first hike, and the dollar fell anyway.
China's skim milk powder imports have fallen to multi-year lows because its own plants now produce the ingredient they used to buy. What began as a fix for loss-making whole milk powder has left processors holding surplus skim and looking for buyers beyond their border.
Gold and bitcoin are usually discussed as separate hedges, but both depend on the same underlying bet against the U.S. dollar. When that bet stalls, rising bond yields expose what the two assets have in common, namely that neither of them pays anything to hold.
Crude oil has flipped a seve- month ceiling into its defining support, but energy equities are no longer confirming the move. Razan Hilal reads the divergence building across the XLE energy sector ETF and what it takes to resolve it.
With a Federal Reserve rate hike already close to fully priced, the meeting's real information sits in the projections rather than the decision. This piece breaks down why gold traders are reading the dot plot, and how rate projections feed straight into the cost of holding a non-yielding metal.
The S&P 500 has pushed to a fresh high while the Nasdaq 100 has refused to follow, and that split in leadership carries more information than the headline index level. James Stanley walks through why the same sequencing appeared before the tech bust and what it changes about the bear case on stocks.
Australia's cattle country did not have one season this year, it had four, and each one is pushing supply and demand in a different direction. Ripley Atkinson maps the north, the central east, the south and the west, and shows where the cattle are actually moving.
Copper has rallied on tight supply and falling inventories, but the largest single variable sitting over the market is a United States tariff decision that has still not been made. More than 1.2 million tonnes of metal moved onshore in anticipation, and that material is not going anywhere while the question stays open.
Currency direction is being set by the gap between rate paths rather than by any one central bank meeting. This piece unpacks how divergence between the Federal Reserve, the Bank of England and the Bank of Japan works, and why a decision that is already priced tells traders almost nothing.
The appeal of a high coupon Treasury note has less to do with the income it pays than with what happens to its principal once yields turn. That distinction explains why institutional money crowds into the same position early, and why the reversal, when it arrives, tends to be fast rather than orderly.
Coordinated emergency releases bring refined products into the market alongside crude oil. The broader supply response goes beyond the U.S. Strategic Petroleum Reserve.
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