ECB Signals Long Pause Ahead
On Thursday, minutes from the European Central Bank’s October 29–30 meeting showed policymakers increasingly confident that interest rates are "in a good place" after a year
2 min read
Policy
Bond Market Bets on December Fed Cut
This week, U.S. Treasury trading has reinforced market conviction that the Federal Reserve will cut rates again in December, despite noisy inflation signals. The 10-year yield briefly slipped below
2 min read
Fed Cut Bets Push Yields Lower
This week, U.S. Treasury yields have drifted down again as markets grow more confident that the Federal Reserve will cut rates in December and possibly keep easing into 2026.
2 min read
Fed flies blind after data blackout
With the record 43-day U.S. government shutdown now over, officials and investors are digesting an unprecedented consequence: October’s core macro data may never fully exist. The White House
2 min read