Gold's rally is holding even as the yield relief from the Treasury's buyback plan has fully unwound, but the dollar has not followed yields back up: the index r...
Druckenmiller's framing adds a heavyweight voice to the growing debate over whether the Treasury's enlarged buyback program is a legitimate liquidity tool or an...
The disconnect MUFG highlights, hike odds near 80% without corresponding yen buying, points to a market that has priced in tightening ahead of any clear signal ...
Crude's slide reflects a market reassessing just how aggressive Washington's Iran campaign really is, now that Bessent has explicitly framed Monday's rollout as...
Another reported strike on a tanker adds to a run of incidents that have kept a risk premium attached to oil prices even as headline benchmarks have been choppy...
The dollar's slide to its weakest level since May reflects a shift in the rates backdrop rather than a single catalyst, with the Treasury's expanded buyback pla...
A September hike is now close to fully priced by markets, meaning the bigger risk for the yen sits with any surprise hold rather than with the move itself. Bess...
The subpoenas mark an early but notable escalation of regulatory interest in one of the year's most dramatic hedge fund blowups,Did we just witness the largest ...
Crude sold off sharply despite the ratcheting up of US pressure on Iran, underlining how much of the recent risk premium had already been priced in after two st...
Morgan Stanley's upgraded forecasts point to a market that is tightening faster than expected, with falling oil-on-water and onshore inventories, including in C...
I previewed the Reserve Bank of Australia August meeting minutes here:RBA minutes due Tuesday to detail hike-versus-hold debate after August pauseOtherwise a qu...
U.S. stocks closed mixed, with the Dow managing a gain while technology shares—particularly semiconductor and AI-related stocks—came under heavy selling pressur...