macro

South Korea inflation hits two-year high, imminent rate hike in play Reuters

Gold gains on easing Treasury yields amid Mideast uncertainty Reuters

Historic bullion rally boosts metal’s share of reserves to 27% while central banks diversify away from dollar

The new Fed chair will struggle to appease his colleagues, the market and Donald Trump all at once

Japan’s 10-year government bond yield dropped after an auction of the tenor drew firm demand as investors were attracted to high yields despite the ongoing uncertainty in the Middle East.

A boom in artificial intelligence-related borrowing may become a bigger influence on bond markets over time, but the idea that it’s behind a recent rise in long-dated Treasury yields appears overstated, according to Pacific Investment Management Co.

New Federal Reserve Chairman Kevin Warsh has long argued that the central bank should aggressively shrink its $6.7 trillion balance sheet, bloated by years of bond buying. He now has two powerful allies in Treasury Secretary Scott Bessent and the Fed’s vice chair for supervision, Michelle Bowman.

Migration policy and labour market reforms are affecting joblessness — but in very different ways

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.