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Japan’s new Growth Strategy aims to channel over JPY 370 trillion into AI, digital infrastructure and other strategic sectors, supporting earnings growth and productivity. Combined with governance...
The July Consumer Price Index rose 0.1% and core inflation was up 0.2%, which Schwab experts say may keep the Fed on hold. A $42 billion 10-year Treasury auction is on tap today.
Is the US skating on ever thinner fiscal ice after adding $2.5 trillion—and counting—to its debt pile over the last year?[i] Many think so, especially as 30-year Treasury yields punctured 5%, hitti...
If you will, come with us in our DeLorean in a time travel fever dream to July 14, 2026, the day June’s US Consumer Price Index (CPI) inflation report hit. Open any financial website not named Mark...
Royce Investment Partners: Co-CIO Francis Gannon examines the myth that rate hikes are bad news for US small-cap returns—and finds that history tells a different story.
Western Asset suggests Japanese government bond yields are rising for the first time in decades, prompting domestic investors to repatriate funds and signaling a shift in global capital flows.
As markets test the new Federal Reserve Chair’s resolve amid persistent inflation, rising long-dated US Treasury yields are amplifying duration risks for credit investors
The US July jobs report had plenty to say – little of it good. The economy shed 23,000 jobs versus consensus expectations for an 80,000 gain.
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