macro

Minutes of the Federal Open Market Committee, April 28-29, 2026

Options pricing has overestimated the size of Nvidia's post-report swing six of the past seven quarters, and 14 of the past 20, according to Cboe LiveVol data.

To judge by a key bond-market signal, the AI boom is only worsening Kevin Warsh’s inflation problem.

Wall St ends lower as inflation worries push up yields Reuters

Gold steadies as high Treasury yields offset Mideast peace hopes Reuters

Rupee hits record low near 97/USD on oil, US Treasury yield strain Reuters

India’s treasury bill yields surged at a weekly auction, signaling fixed-income traders are starting to price in potential interest-rate hikes by the central bank.

Emmanuel Macron’s nominee to run the Bank of France was confirmed by parliament, avoiding a political setback for the president and relieving uncertainty for the European Central Bank as it weighs interest-rate increases.

Wall St ends lower as inflation worries push up yields Reuters

Gold falls to 1-1/2-month low on higher US yields, firm dollar Reuters