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Starting yields can cushion inflation losses or leave investors dangerously exposed.
The Hormuz crisis has revealed the limitations of traditional energy statistics, telling us much about where energy comes from, but little about how it is used.
European earnings have accelerated. Whether that warrants a lasting rerating will depend on how broadly and durably profits continue to grow.
Economists expect gradual cuts. Markets see a less comfortable possibility: resilient growth and persistent inflation could force the Fed to raise rates again.
A changing gas market may be making gas storage levels a less reliable guide to winter risks. Still, there are good reasons to worry about upcoming heating bills.
Rising food prices hit emerging-market consumers hard, but shared commodity shocks could have unforeseen implications for inflation around the globe.
The challenge is no longer just how much debt the U.S. has, but how expensive it is becoming to finance it
U.S. productivity is rising, but workers’ pay is not keeping up with inflation. That makes the latest data more difficult to read.
Our CROCI analysis highlights the importance of valuation assumptions
Technology does not simply destroy work. Early indications are that US labor demand is shifting toward jobs where productivity—and automation—advance more slowly.
The real yen is trading close to historic lows. The reason lies less in interest-rate differentials than in three decades of persistent capital outflows.
France’s politics may be febrile, but manufacturing costs suggest that Macron will leave the country more competitive than he found it.
AI is driving earnings and markets. But after the rally, the risk-reward balance is becoming more demanding
Past El Niño episodes show agricultural prices can react late and unevenly. Nevertheless, the current risks need to be taken seriously.
Why UK yields are now driven more by global rates than domestic politics
