Weekly Market Recap: Oil, Inflation and a Global Bond Selloff Set the Stage for the Fed Markets spent most of the shortened week moving in […]
Year: 2026
ECB Hikes — But the Euro Doesn’t Rally
The ECB raised rates 25 bps this week, taking the deposit rate from 2.25% → 2.50%. Why? Inflation. The ECB now forecasts: 2026 inflation: 3.0%2027: […]
Treasury Rates Roller Coaster – 10 Day Round Trip in July
Out, Back, and Through The Treasury curve spent seven sessions round-tripping a war and an inflation shock. On the eighth, it broke the range. Between […]
Changes: Time Travel With AI Is Already Happening
by William LeeFirst Published: Great White Financial In living many decades now and after witnessing an information technology explosion in my lifetime, I can say that […]
Treasury Yields Pull Back as Geopolitics Cool and Inflation Stays Contained
Treasury Yields Pull Back as Geopolitics Cool and Inflation Stays Contained After several weeks of volatility driven by geopolitical tensions and shifting Federal Reserve expectations, […]
The Great Deflation of Intelligence: AI Costs Are Collapsing at Historic Speed
A Historic Decline in the Cost of Cognitive Capability Throughout modern economic history, periods of transformational growth have often been preceded by a dramatic decline […]
Why Stocks Sold Off on June 5 and What Investors Should Watch Next
Financial Markets Recap: From the June 5 Selloff to This Week’s Crosscurrents Financial markets entered June with significant momentum. The S&P 500, Nasdaq, and Dow […]
Treasury Rates This Week: Geopolitics, Oil, and Fed Anxiety Drive the Curve
Treasury yields were volatile this past week as investors reacted to Middle East headlines, oil prices, inflation worries, and shifting expectations for Federal Reserve policy. […]
Treasury Rates This Past Week: 2s, 5s, and 10s Moved Lower, Then Rebounded Into Friday
Treasury Rates This Past Week: 2s, 5s, and 10s Moved Lower, Then Rebounded Into Friday U.S. Treasury yields spent most of the week drifting lower […]
2-Year, 5-Year, and 10-Year Treasury Yields Moved Lower on the Week, but the Path Was Volatile
2-Year, 5-Year, and 10-Year Treasury Yields Moved Lower on the Week, but the Path Was Volatile U.S. Treasury yields finished the week of March 27 […]