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Credit investors demand a wider spread
The euro and European yields come under pressure
Dovish dissents, fiscal expansion and yen weakness blur Japan’s path towards policy normalisation
The MPC buys time on rates while extending the horizon for balance-sheet normalisation
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
