You made an address basically suggesting that risks are two sided now. You've been on the side of inflation being the biggest concern. But then we got this jobs report today that sort of makes the case for some of the doves on the committee.What did you make of it. Well, I try not to make too much of any one individual number. And certainly this number was a disappointment, mostly because it means that there are more Americans who aren't working.That's what disappointed me in this report. We've seen the eco ...

Core Viewpoint - Treasuries are experiencing their largest weekly loss since April 2025, driven by rising oil prices that heighten inflation concerns, overshadowing a weak US jobs report that could have supported the case for Federal Reserve interest-rate cuts [1]. Group 1: Treasury Market Performance - Long-term bonds underperformed, with yields on 10-year notes increasing by up to five basis points, marking a total rise of 22 basis points for the week, the largest increase since the announcement of tariffs by President Trump [2]. - Yields on 10- to 30-year Treasuries rose as Brent crude futures reached $90 per barrel, while two-year yields, more sensitive to Fed policy changes, decreased by about 2 basis points to approximately 3.6% [5]. Group 2: Economic Indicators and Labor Market - The Treasury market is struggling to rally due to forward inflationary risks linked to the Middle East conflict, despite signs of labor market fragility, including a report of 92,000 job cuts in February and a rising unemployment rate [3][6]. - The disappointing jobs report has led to a perception of recessionary conditions, with analysts noting that normally a significant jobs miss would trigger a rally in the Treasury market, but current energy prices are dominating the economic outlook [7]. Group 3: Federal Reserve Policy Outlook - US policymakers, who previously cut interest rates three times last year, have paused in January, with some expressing concerns that inflation remains too high for further rate reductions in the short term [7]. - San Francisco Fed President Mary Daly indicated that the weak employment report undermines the idea of a stabilizing labor market, while Fed Governor Christopher Waller expressed skepticism about the sustained impact of the Iran war on inflation [8].

The war in Iran is not just a geopolitical crisis, right. When you think about technology and global supply chains, it's basically a stress test. And across automotive, heavy industry, consumer technology, industrials, energy.You know, there is probably not a company as well placed to give the assessment of what's happening than Bosch. So so, Dr. . Horton, let's start very simply with what are you saying.Where is the greatest disruption in your operations and in supply chains from what's happening in the Gu ...

Latin American leaders gathering for a Trump-hosted summit find themselves in a bind as the war in the Middle East drives up energy costs and the White House leans on them to spurn China https://t.co/f53gXQCQAa ...

Turkey’s central bank is set to hit the pause button on interest-rate cuts in March as a spike in energy costs amid the conflict in Iran threatens the country’s disinflation efforts, according to traders and some economists https://t.co/c3c0su6RqB ...

Heavy industry bosses are stepping up pressure on the European Union to bolster the region’s declining economic performance by lowering energy costs and fending off unfair competition. https://t.co/gFeSGnbe0I ...

Large-scale data centers located in the wrong place or without flexible demand options could hike energy costs, the head of the UK’s grid operator said on Tuesday https://t.co/Bmznc5VyTE ...

Investments in the European chemicals industry are dropping off a cliff, capacity shutdowns topped 5 million tons last year, and investors are leaving for greener pastures as the EU chokes the industry with regulations. Energy costs remain too high for anyone’s comfort. Europe is facing yet another massive import dependence. Investments in the chemicals industry in Europe last year took an 80% plunge, the Financial Times reported last month, citing data from the European Chemical Industry Council (Cefic ...

Nvidia Chief Executive Officer Jensen Huang said that the massive build-out of artificial intelligence capacity, which is currently straining the power grid in many locations, will eventually lead to cheaper energy costs https://t.co/TWIkbClkND ...

All right, everybody. Welcome back to the number one podcast in the world. Your favorite podcast, the all-in podcast with me again, the core four, the original four, David Freeberg, Jamal, Pololly, Hapatia, David Saxs are here.And there is a lot going on in the world. Gentlemen, how's everybody's week going. Anybody got big plans for next week.>> Jal, your ship has finally come in. Your invitation was not lost in the mail. >> What.Really. I bet >> you have been invited to Davos. >> What.I got to get my guit ...