Friday, October 02, 2026

Federal Reserve

Oil tanker crossing the Strait of Hormuz amid military activity, smoke, and falling financial market indicators.

Iran Escalation Drives Global Bond Rout as Oil Surges

Renewed U.S.-Iran fighting is pushing energy prices and sovereign yields sharply higher, reviving inflation risks just as major central banks prepare for crucial September policy decisions. Global markets entered September confronting a
September 2, 2026
Financial trading screens and an AI semiconductor chip as investors watch a Federal Reserve policy speech amid rising technology stocks and elevated Treasury yields.

Stocks Steady as Nvidia Rally Meets Warsh Rate Test

Technology shares have regained momentum, but elevated inflation and Treasury yields leave Friday’s market direction unusually sensitive to Federal Reserve Chair Kevin Warsh’s Jackson Hole message. Global markets entered Friday with a
August 28, 2026
U.S. Capitol at dusk beside financial trading screens showing sharply rising bond-market yields, with Treasury-style securities in the foreground.

Bond Markets Are Sending Washington a Warning

Rising long-term Treasury yields suggest investors increasingly care less about short-term rate cuts and more about the durability of U.S. fiscal policy. The most important market signal this week did not come
August 21, 2026
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