AI & LLMs
Ray Dalio changes his diagnosis on the AI bubble: Treasury yields are the fuse
In June Dalio saw an AI bubble still in its early stages; today he says the breaking point is getting closer, with Treasury yields at their highest...
Bond market
Bonds & Rates
Global bond sell-off: 10-year Treasury yield hits 5.34%, highest since 2002, as gilts and Italian BTPs follow
The 10-year US Treasury yield is at its highest in more than two decades and the 30-year gilt has topped 6% for the first time since 1998, pushing...
Fed & Central Banks
Jackson Hole 2026: all eyes on Kevin Warsh, and three scenarios for the markets
The symposium opens on Thursday, August 27, and the new Fed chair’s first Jackson Hole speech is scheduled for Friday at 10 a.m. New York time —...
Bonds & Rates
Jamie Dimon says he would not buy US stocks or Treasuries right now
The head of America’s largest bank argues that markets are underpricing a growing list of geopolitical and fiscal dangers, and that long-dated...
Economy & World
The Bond Market Just Voted No Confidence on the Soft Landing — and Wall Street Is Still Pricing the Fairytale
An 8-4 dissent inside the Federal Reserve, the most divided FOMC vote since October 1992. A 30-year long bond yield above 5.12%. April CPI hotter...
Economy & World
10-Year Treasury Yield Tops 4.59%: How the Bond Market Sets Up Monday’s Open
The U.S. 10-year Treasury yield closed Friday at 4.59%, its highest level since February 2025, while the 30-year long bond pushed to 5.12% — a...
Bonds & Rates
UK gilts in freefall: 10-year yield breaks 5.1% for the first time since 2008 as 70 Labour MPs call for Starmer’s head
A bond-vigilante revolt against Keir Starmer’s wobbling government sent 30-year UK gilt yields to a 28-year high and put three more Bank of England...
