A soaring 30-year Treasury yield has grabbed the lion’s share of attention lately when it comes to signaling how the U.S. fiscal outlook is rattling investors. Yet there’s another less-talked-about factor weighing on sentiment that is coming from overseas: the […]
Published: March 3, 2025 at 2:55 p.m. ET Inflation traders are positioning for a consumer-price index that produces a seven-month string of annual headline inflation readings from the consumer-price index that are near or slightly above 3% — a stretch that’s
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Angst over the health of the U.S. economy has investors nervous about the possibility of an approaching recession — and the next big jobs report may not be enough to calm nerves for very long. Source link Vivien Lou Chen
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Worries about an unwelcome mix of inflation and stagnating economic growth are back, only this time such fears are becoming harder for investors to shake off. Source link Vivien Lou Chen
Stagflation is a new threat to the stock-market rally. What investors should know. Read More »
Government-related job cuts by the White House and its “Department of Government Efficiency” haven’t been big enough to show up in the data yet, but fears are growing that they could soon lead to a surge in jobless claims and
Wall Street wants to know if DOGE-led job cuts will tip U.S. into recession Read More »
Something surprising happened on the way toward the highest U.S. interest rates in more than a dozen years: Neither consumers nor businesses buckled under the weight of higher borrowing costs from the Federal Reserve’s 2022-23 hiking cycle. Source link Vivien
Why the U.S. economy is still strong despite the Fed’s 2022-23 rate hikes Read More »
A few flagship bond funds from some big-name Southern California-based firms saw outflows of more than $10 billion each this year through November, according to Morningstar Direct. Source link Vivien Lou Chen
Banner year for fixed-income funds leaves TCW and Western Asset behind Read More »
Thursday’s selloff in long-dated U.S. government debt pushed 10- and 30-year yields further into their highest closing levels in almost seven months, creating a setup that threatens to lead to another big selloff in stocks in the days or weeks
How this Treasury-market dynamic could lead to the next big leg lower in stocks Read More »
With investors looking toward Friday’s November nonfarm-payrolls report, market participants see the potential that it could be overshadowed by an entirely different set of data: next Wednesday’s consumer-price index for the same month. Source link Vivien Lou Chen
Inflation threatens Fed rate-cut expectations once again. Here’s why. Read More »
Traditional flight-to-safety trades took off on Tuesday in response to a worsening conflict between Russia and Ukraine, but a closer look at the extent of the bond market’s moves and a rise in gold prices reveal traders are probably less
Here’s what bond and gold traders are signaling about Russia’s nuclear shift Read More »
