7+ hour, 11+ min ago  (305+ words) If you're not familiar with the bond vigilantes, now is an excellent time to catch up. The phrase was coined by economist and market analyst Ed Yardeni back in the 1980s to describe bond investors who sell bonds en masse because…...

4+ hour, 59+ min ago  (411+ words) (Bloomberg) -- For all the hand-wringing over war-related inflation fears, there are signs that other drivers are having as much a bearing on longer-term borrowing costs. In the US, so-called real yields, which strip out inflation, have had a greater impact,…...

4+ hour, 29+ min ago  (456+ words) For many Americans, eating out has become a luxury. Some people have been trading down, while others have decided to eat at home more often. In my decades of covering restaurants, I've never seen a period where consumers have been…...

4+ hour, 23+ min ago  (324+ words) Newly appointed Federal Reserve Chair Kevin Warsh assumed leadership of the central bank on May 22, 2026, amid rising inflation forecasts and surging bond yields driven by the ongoing three-month conflict in Iran, as reported by Detik Finance. The market conditions present…...

6+ hour, 52+ min ago  (393+ words) Newly sworn-in Federal Reserve Chair Kevin Warsh signaled a shift toward flexible monetary policy during his inauguration ceremony at the White House on Friday, channeling the strategy of former central bank leader Alan Greenspan as reported by Detik Finance. The…...

5+ hour, 3+ min ago  (20+ words) The National Association of Realtors reports the Housing Affordability Index climbed to 110. 6 as mortgage rates declined and incomes grew....

7+ hour, 21+ min ago  (724+ words) Homeowners searching for flexible financing options have a standout choice, as Truist was named the best HELOC lender by Yahoo Finance. This recognition highlights the financial institution's competitive borrowing structures in a shifting mortgage market. According to research, Truist offers…...

8+ hour, 3+ min ago  (309+ words) Modern financial markets are triggering cognitive dissonance among investors. On the one hand, we're seeing historical highs among stock indices. On the other hand, there are obvious signs of macroeconomic fatigue. As I detailed recently, looking at the valuation of…...

6+ hour, 55+ min ago  (296+ words) Wolfe Research economist Stephanie Roth adopted a more cautious stance toward risk assets in a client note published over the weekend, warning that the growing disconnect between climbing bond yields and resilient equity markets may become increasingly difficult to maintain....

6+ hour, 43+ min ago  (161+ words) - University of Michigan consumer sentiment hit an all-time low of 44. 8 in May while the S&P 500 gained 9% year-to-date and Nasdaq-100 climbed 17%, creating a historic disconnect between equity prices and consumer confidence. - One-year inflation expectations jumped to 4. 8%, the highest since the…...