All eyes have been on the 2025-26 US budget discussions in the House this week, with the "big beautiful bill" getting through (albeit barely) and heading to the Senate. Professional bond and currency investors are signalling concern, visible in higher UST yields and a weaker US Dollar.

President Trump has been in the Middle East this week with a contingent of US business leaders and his finance / economics team, cutting...

We're up, we're down, we're all around! US stocks remain volatile but ended higher. Bonds are the "adult in the room" though.

Do you trust the Fed, or the Bank of England, or the Bank of Japan, or the ECB, or the Bank of China? Shades of grey for sure, read on!

The bond market looks to be doing the Fed's dirty work, sending short term yields to post-pandemic highs. Is the Fed being too methodical?