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Fed projections show a further rate rise this year
One hike may identify the problem without providing much of a cure
This week’s FOMC could define the next chapter for global yields
Rising rates put AI valuations, capex and monetisation timelines under pressure
Short term bonds selloff over higher for longer inflation and heightened global risk
Bessent’s intervention vs fiscal gravity and rising refinancing risk
A widening divergence between underlying disinflation and accelerating fuel costs
AfD’s win underscores the political cost of economic stagnation
The end of weak growth, low inflation and depressed yields?
A modest payroll rebound would leave labour-market momentum subdued despite accelerating services activity
Real yields are rising as investors challenge the central banks’ policy plateaus
