U.S. stocks hit record highs mid-week for two days running, but softened after worst-than-expected PPI data and eroding consumer confidence, released Thursday and Friday, put a dent in the animal spirits driving risk assets higher. UST yields rose, remaining stubbornly high and not very connected to what the FOMC might or might not do at the next FOMC meeting.

The sell-off in global equities is getting more painful, as investors continue to shun risk and pile into safe haven assets. What makes...

Inflation continues to confound, although investors largely shook it off. Market volatility remains elevated but stocks better WoW.

Stocks rip and bonds rip. Small cap stocks did the best in the States while tech floundered. US CPI cooler than expected. UK growth better

US CPI surprised on the downside (lower than expected) this week, setting a constructive tone. The FOMC says one rate cut, Europe wobbles.

US CPI data released Weds morning was the culprit, wrecking sentiment in equities and sending yields soaring. Gold and the Dollar stronger.

US inflation for January was hot, pushing equities bond bonds lower. International equities performed better. UK and Japan in recession.

Last week was about US inflation data and the approval of Bitcoin ETFs. CPI was slightly hot, and PPI was weak, sending yields lower.

A deferred reaction to war in the Middle East meant that equities rallied and bonds sold off in the first half of the week, but then......