U.S. consumer confidence rebounded in October, offering a brighter read on household sentiment after a difficult September. The Conference Board’s index rose 7.5 points to 91.7, returning to its June level. Consumers were more positive about current business conditions and...
Gold is caught between two forces. A pullback in oil prices can cool fears that energy costs will keep inflation high, which may ease pressure on the Federal Reserve to tighten policy. But gold must also compete with interest-bearing assets:...
Government bonds are sending an increasingly expensive message: lenders want more compensation for inflation, uncertainty and the growing demands on their money. On October 1, the US 10-year Treasury yield touched 5.34%, its highest since 2002, while Britain’s 30-year borrowing...
Treasury Secretary Scott Bessent announced on August 19 that the Treasury would at least double the maximum size of its long-term bond buybacks, increasing each operation from $2 billion to at least $4 billion. But the expanded program does not...
The Shock That Doesn’t Stay Contained The 2026 energy crisis has moved beyond a typical commodity spike into a structural macro disruption. Supply constraints—driven by geopolitical tension, constrained shipping routes, and underinvestment in upstream production—have tightened global oil and gas...
