us economy

The Fed should cut rates given consumer spending has stalled and core inflation is tracking slightly below its forecast profile.

The return of the term premium, which could increase given the deteriorating fiscal outlook, points to the risk of higher US bond yields.

The massive migration-led boom in population growth is over, with growth back at pre-pandemic levels in most countries, including Australia

If the tail risk of a spike in oil prices is realised, history shows oil shocks often contribute to deeper-than-normal recessions.

Fundamentals and hard data count for little in this emotionally-charged market.

Higher US bond yields reflect a higher expected future real short rate, the return of a real term premium & higher expected inflation.

Surging treasury yields signal major debt and economic risk for the US. Could it torpedo the rally in stocks? What investors must watch now.

In all the chaos of the past few weeks in the world of financial markets, the most alarming development has been the rise in US bond yields, even while stock markets...

Rejigged US "reciprocal" tariffs target China, where the increase in the US effective tariff rate is broadly unchanged from last week.

To date, the Trump administration has raised the US tariff on Chinese imports from about 22% to 76%.