Bank of England rate-setter Swati Dhingra said that US tariffs will drive growth and inflation lower as supply chains become less diverse https://t.co/Vq9p8BWfeI ...

Newly appointed Japanese Prime Minister Sanae Takaichi starts her term with high approval ratings, in a show of optimism that she could deliver on her pledges that include countering inflation and strengthening the economy https://t.co/Ck2JoFeO9G ...

Traders increased their bets on Bank of England interest-rate cuts after UK inflation unexpectedly held steady last month https://t.co/wh8DEAryQH ...

Japanese Prime Minister Sanae Takaichi has ordered a fresh package of economic measures aimed at easing the burden of inflation on households and companies. https://t.co/qQg3FVCNza ...

RT Efrat Fenigson (@efenigson)We think we live in peace — but only because we’ve accepted captivity. @knutsvanholm calls it a global Stockholm syndrome: obedience traded for comfort. Our “peace” exists as long as we pay tribute through taxes and inflation. That isn’t freedom. It’s managed submission. How much freedom would you still have if you stopped paying for it? ...

Market Trends & Performance - Gold price surged past $4,200 per ounce, a new all-time high, with a 60% year-to-date gain [1] - Bitcoin reached approximately $126,000 before a pullback, building on earlier peaks above $100,000 in 2025 [1] - Bitcoin and gold correlations are now at 0.85%, nearing historical peak [2] Macroeconomic Factors - Investor response to macroeconomic headwinds is driving simultaneous rallies in gold and Bitcoin [2] - Concerns include fiat displacement, inflation, geopolitical and policy uncertainty, and institutional capital rotation [2] - Central banks are hoarding physical gold as insurance against US dollar dominance and sanctions [3] Investment Strategy & Outlook - Gold's outperformance has overweighted portfolios, analysts expect flows to rotate into Bitcoin for its higher beta [4] - Gold's strength indicates a hard asset awakening [4] - Bitcoin is maturing from a speculative vehicle to a legitimate store of value [4]

Stock futures are pointing higher as investors prepare for a busy week of corporate earnings reports and a key inflation report. Here's what you need to know today. https://t.co/u5KeVUJlW7 ...

“I’m not getting nervous when inflation deviates by 10, 20, 30 basis points from the target,” the Belgian central-bank chief said in an interview in Washington. https://t.co/8pv0erVpLK ...

Core Viewpoint - The current credit issues in regional banks should not be overlooked, as they significantly impact bank returns and are indicative of broader economic trends [1] Group 1: Consumer Market and Credit Quality - The lower end of the consumer market is experiencing stress, with rising delinquencies in car loans among lower credit quality consumers [2] - Higher net worth institutions like JP Morgan, Bank of America, and Wells Fargo are not facing the same level of stress due to their customer base [2] - High yield spreads are at historically tight levels, raising concerns about the compensation for lending to lower quality companies [2] Group 2: Private Debt Concerns - The issuance of zero coupon bonds indicates a lack of cash flow to service debt, raising alarms about the financial health of companies [3] - New private debt categories lack the covenant protections that traditional bank debt offers, increasing risk exposure [4][6] - The rapid growth of private credit products, which are less secured and lack covenants, poses a significant risk to the financial system [6] Group 3: Economic and Market Conditions - The Hispanic community's reduced spending due to safety concerns is impacting the economy, highlighting pockets of credit weakness [7] - The current high valuations in public markets, driven by strong companies, could be affected if market sentiment deteriorates [9][10] - The focus of major banks on high net worth individuals rather than lower-end consumers suggests limited exposure to credit issues in the stock market [11] Group 4: Broader Economic Concerns - Inflation, tariffs, and deficits are identified as significant concerns for the economy, overshadowing the current state of credit markets [11][12] - Despite the challenges in private credit, the overall credit markets are perceived to be in relatively good shape, although risks remain due to inadequate compensation for the associated risks [12]

Group 1 - The 10-year Treasury yield was trading at 4% after reaching a low of 3.976% earlier, marking a significant drop from 4.8% earlier in the year [2] - Bill Gross, known as the Bond King, asserts that the 10-year Treasury yield should not be below 4%, indicating a belief in higher yields reflecting economic conditions [1][2] - Factors influencing Treasury yields include the amount of government debt, inflation expectations, economic growth, and interest rates [2]