A hot US inflation week collided with a violent unwind in AI-linked equities, leaving yields, the dollar and rate-hike odds lower than where they started. Inflation ran hot, but the Fed refused to be rushed The week was built around Wednesday’s September CPI, and it did not disappoint. Core rose 0.335% m/m against 0.2% expected […]

A week dominated by a global bond selloff, French sovereign stress, a 17-month low in the euro and an oil round trip on Iran — with equity records giving way to AI wobbles. Bond yields test multi-decade highs before a late reprieve The week opened with a soft US jobs report — September payrolls of […]

A violent global bond selloff, a French fiscal shock and a five-session dollar rally all cracked late in the week when US payrolls grew just 29,000. The long end ran — until the labour market stopped it The week opened with the global bond selloff resuming: ten-year Treasury yields were marked at 5.20% on Monday […]