macro
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AllianzGI Fixed Income CIO Jenny Zeng warns bond markets may be somewhat overpricing inflation expectations. Meanwhile, she notes that while Fed hikes remain on the table, US energy independence and a gradually softening tariff impact could mitigate the need for dramatic action. (Corrects with full
The dawn of a strange new European consensus.
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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)
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Rising US bond yields pose a threat to Asia’s stock rally, as growing inflation fears offset ongoing optimism over benefits from the artificial intelligence boom.
Stronger-than-expected central bank gold-buying to pick up again, Goldman says
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Matt Brill, head of North American investment grade credit at Invesco, joins Scarlet Fu and Eric Balchunas on "Bloomberg ETF IQ." They discuss high-grade credit, inflation's impact on fixed income, and the Invesco Total Return Bond ETF (Ticker: GTO). (Source: Bloomberg)
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US Treasury extends sanction waiver on Russian seaborne oil to aid vulnerable countries Reuters
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Nasdaq falls as technology stocks slide, Treasury yields climb
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Ghana wants large-scale gold mines to sell at least 30% of their annual output to the central bank to increase local refining and boost the country’s foreign-exchange reserves.
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US Treasury extends sanction waiver on Russian seaborne oil to aid vulnerable countries Reuters