Inflation is remaking America—again. It looms above all competing explanations for Donald Trump’s comeback. Despite the ...

The 10Y gilt yield seems too high and should revert to around 4% by mid-2025, below our UST target of 5%. Markets seem to ...

Former U.S. Secretary of the Treasury Lawrence H. Summers said U.S. President-elect Donald Trump’s proposed economic policies ...

Our new data page, CPI Inflation Contributions from Goods and Services, details the evolution of inflation using the consumer ...

In August, we added a small overweight position in Japanese nominal rates, as we viewed the spread between Japanese and U.S. nominal rates as attractive, given the steeper yield curve in Japan.

In other words, grade inflation is an inherently historical topic. Yet ... For instance, he writes, grading on “the curve,” which is not inherently or directly related to learning, seems to have been ...

US core CPI inflation holds at 3.3%; eyes on US mortgages and personal ... helped by unusually having two major festivals in ...

In the immediate aftermath of the 2024 presidential election, U.S. equities soared on November 6, with the S&P 500 up 3%, ...