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Macro & Rates

Fed policy, rates, inflation, and global macro

12 stories · Updated 2h ago

Speculative Credit Spreads Widen as Growth Assumptions Break Down

Bondholders in high-growth frontier sectors face mark-to-market losses as higher discount rates gut long-dated revenue projections and push default risk higher.

By The Macro & Rates Desk3 min read2h ago

Oil Surge Makes July 31 FOMC Meeting Live as Hike Odds Rise

3 min read4h ago

Finland, Spain Unemployment Pressures ECB; Japan Tightness Pushes BoJ Toward Exit

3 min read8h ago

U.S., China Police Chiefs Pledge Cooperation, Trimming Geopolitical Risk Premiums

21h ago2 min read

Paramount-Warner Bros. Deal Pause Removes Major Debt Supply Event From Credit Markets

Yesterday2 min read

Judge Strikes Down Biden-Era Mifepristone Dispensing Rules as Unlawful

Yesterday2 min read

Anduril Eyes $100 Billion Valuation in New Funding Round

Yesterday2 min read

Macro & Rates

Speculative Credit Spreads Widen as Growth Assumptions Break Down

Oil Surge Makes July 31 FOMC Meeting Live as Hike Odds Rise

Finland, Spain Unemployment Pressures ECB; Japan Tightness Pushes BoJ Toward Exit

Samsung Lands $200 Billion Broadcom AI Chip Deal in Foundry Push

Unemployment Claims Hit 60-Year Low, Pushing Fed Cut Odds to 5%

Resilience Policy Extends Duration Risk as Long-End Yields Stay Elevated

Fed Cut Odds Collapse as Resilience Narrative Locks In Higher-for-Longer Rates

Bank of Russia Cuts Key Rate 25 BPS to 14% as Drone Strikes Strain Economy

U.S., China Police Chiefs Pledge Cooperation, Trimming Geopolitical Risk Premiums

Paramount-Warner Bros. Deal Pause Removes Major Debt Supply Event From Credit Markets

Judge Strikes Down Biden-Era Mifepristone Dispensing Rules as Unlawful

Anduril Eyes $100 Billion Valuation in New Funding Round

Macro & Rates

Speculative Credit Spreads Widen as Growth Assumptions Break Down

Oil Surge Makes July 31 FOMC Meeting Live as Hike Odds Rise

Finland, Spain Unemployment Pressures ECB; Japan Tightness Pushes BoJ Toward Exit

Samsung Lands $200 Billion Broadcom AI Chip Deal in Foundry Push

Unemployment Claims Hit 60-Year Low, Pushing Fed Cut Odds to 5%

Resilience Policy Extends Duration Risk as Long-End Yields Stay Elevated

Fed Cut Odds Collapse as Resilience Narrative Locks In Higher-for-Longer Rates

Bank of Russia Cuts Key Rate 25 BPS to 14% as Drone Strikes Strain Economy

U.S., China Police Chiefs Pledge Cooperation, Trimming Geopolitical Risk Premiums

Paramount-Warner Bros. Deal Pause Removes Major Debt Supply Event From Credit Markets

Judge Strikes Down Biden-Era Mifepristone Dispensing Rules as Unlawful

Anduril Eyes $100 Billion Valuation in New Funding Round