Tag: markets
4 articles found
Global Bond Selloff Raises Rate Risk
Global bond selloff pressure intensified as oil-driven inflation fears lifted yields, forcing investors to reassess central-bank rate cuts and debt risks.
Warsh Fed Chair nomination adds Fed transition risk
Warsh Fed Chair nomination reports say Trump picked ex-Fed governor Kevin Warsh to succeed Jerome Powell, whose chair term ends May 15, 2026. Until the Senate acts, markets face uncertainty on timing, policy bias, and whether the transition pressures 2026 rate cuts.
U.S. payrolls stall at 50k as S&P 500 hits record
U.S. payrolls rose just 50,000 in Dec 2025 and unemployment held at 4.4%, while the S&P 500 hit an intraday record as traders kept pricing 2026 Fed easing despite a likely January pause.
AI capex risks reviving inflation, investors warn
AI capex is emerging as a 2026 market risk as investors warn the data-center and chip buildout could keep inflation sticky, limit rate cuts, and force a rotation away from crowded AI trades.