The 10-year U.S. Treasury yield rose to 5.27% on Monday, its highest level since 2007. The recent bond market sell-off may persist. Rising oil prices have further fueled market expectations for Federal Reserve rate hikes, pushing the 10-year Treasury yield higher. However, Simon Penn, an analyst at UBS, pointed out in a recent report that […]

Gold prices plunged as the deadlock in the Strait of Hormuz kept energy costs elevated, continuing to pressure the Federal Reserve to further raise interest rates to combat persistent inflation. Gold dropped as much as 1.8%, falling below $4,206 per ounce—more than 2% lower than last week’s close. Iran stated it would not soften its […]

The U.S. Treasury market faced its steepest sell-off in nearly 18 months on Wednesday. Strong economic data, rising oil prices, hawkish Federal Reserve signals, and a weak auction of 5-year Treasuries combined to push the 10-year Treasury yield to 5.113%, the highest level since 2007. The selloff began with rising oil prices. Market expectations had […]

U.S. President Donald Trump said American officials held “very good” talks with Iranian envoys in New York, reigniting fragile hopes for a new diplomatic solution. Trump described the three-hour meeting, held during the United Nations General Assembly, as “very productive,” and indicated plans to hold further discussions in the near future. Iran has not yet […]

Asian stocks and Wall Street index futures rose, with the MSCI Asia-Pacific index up 0.7%, led by technology shares, while benchmark indices in South Korea and Taiwan—key indicators for AI investment—also advanced. S&P 500 futures gained 0.4%, and Nasdaq 100 futures rose 0.6%. After hours of talks in New York with Chinese Vice Premier He […]

According to Reuters, Saudi Arabia is increasing crude oil shipments to Asian refiners via ship-to-ship transfers at the port of Sohar in Oman, located outside the Strait of Hormuz, to mitigate supply disruptions caused by attacks on pipelines transporting oil between the East and Red Sea. The report stated that Saudi Aramco has offered its […]

The Federal Open Market Committee unanimously voted to increase the benchmark interest rate by 0.25 percentage points to a range of 3.75% to 4%. The Fed’s dot plot—showing policymakers’ forecasts for future rate movements—indicates another rate hike may occur this year. Chairman Kevin Warsh’s determination to tackle inflation boosted market confidence, narrowing losses in U.S. […]

With investors adopting a wait-and-see stance ahead of the Federal Reserve’s rate decision, stock and bond markets showed limited volatility, as expectations mounted for the Fed to raise interest rates for the first time since 2023. Crude oil prices paused their upward momentum. MSCI Asia Indexes rose 0.2%, ending a four-day losing streak; Wall Street […]

Oil prices continued their upward trend as Asian bonds followed U.S. Treasuries lower, amid rising energy costs that intensified inflation concerns and strengthened market expectations for a Federal Reserve rate hike. Brent crude rose 1.3% to around $107.05 per barrel, marking an over-18% gain this month. Traders are weighing risks to Middle East oil supply […]

With oil prices once again surging above $100 per barrel and Middle East conflict appearing to reignite, policymakers’ hopes for any relief in global price pressures now seem slim. Meanwhile, Saudi Arabia shut down a major oil pipeline following drone attacks, and a planned meeting between Iran and Gulf nations was postponed, sending Brent crude […]