Why rising bond yields might not be the real threat to stocks
Bond yields are rising, but the underlying causes—inflation and fiscal risks—may be more concerning for equities than the yields themselves.
03/09/2026 09:319 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Hayes Sees EUR/JPY Slide as Signal for Crypto Liquidity Boost
Arthur Hayes says a weaker EUR/JPY, possibly below 140 by 2027, points to Fed liquidity that could boost crypto.
03/09/2026 09:289 min read
Eurozone PMI data for August signals steady business activity
Eurozone PMIs for August held steady, with growth matching July's pace and price pressures remaining elevated.
03/09/2026 08:317 min read
Swiss consumer prices edge higher on petrol costs in August
Swiss inflation ticked up in August on higher petrol costs, with annual CPI doubling to 0.8% and core inflation rising slightly to 0.4%.
03/09/2026 07:015 min read
Bond yields slip from peaks as market awaits US jobs data
Global bond yields retreat from highs, with focus shifting to US non-farm payrolls data due Friday.
03/09/2026 05:217 min read
China services PMI beats forecasts as domestic demand offsets weaker exports
China's private services PMI rose to 51.4 in August, beating expectations, as domestic demand drove faster new business growth and a fourth month of job gains.
03/09/2026 02:0117 min read
Japan services PMI hits five-month high, supports BOJ rate hike case
Japan's services PMI hit 52.5 in August, supporting BOJ rate hike expectations amid sustained cost pressures.
03/09/2026 00:5620 min read
Fed's Williams: Yield rise signals economic strength, not market distress
New York Fed President Williams said Treasury yield surge reflects strong economy, not market dysfunction, easing alarmist interpretations.
03/09/2026 00:1121 min read
China services PMI in focus for Asia on Thursday
This week's China PMI data is recapped, with Thursday's services PMI from RatingDog and implications for AUD.
02/09/2026 20:428 min read
Government Bond Yields Surge to Crisis-Era Heights Across Major Economies
Government bond yields in the US, Japan, and Europe hit multi-decade highs in a synchronized selloff reminiscent of the 2008 crisis.
02/09/2026 20:2615 min read
Adam Back Invests €7.6M in Capital B for Bitcoin Purchases
Adam Back invests €7.6 million in Capital B to fund further bitcoin purchases, including 376 coins.
02/09/2026 18:428 min read
Fed's Beige Book describes modest growth and moderate price increases
The Fed's Beige Book shows modest economic growth and moderate inflation since July, with mixed outlooks.
02/09/2026 18:218 min read
Washington headlines mount as administration tackles multiple issues
A flood of headlines from Washington on beef, oil, China, AI, bonds, and Japan as officials tout plans but face delivery challenges.
02/09/2026 18:1112 min read
Trump $1 Coin Goes on Sale With Hidden July 4 Coins
The US Mint began selling the 2026 Trump $1 coin. 250,000 coins with a July 4 privy mark are hidden in rolls and bags.
02/09/2026 16:4115 min read
BOC's Macklem discusses inflation risks; CAD strengthens
BOC Governor Macklem comments on inflation risks and policy outlook, influencing the CAD.
02/09/2026 15:1110 min read