2025-05-26Niranjan Ghatule
An in-depth analysis of why Japan and Germany, despite having drastically different interest rates and debt profiles, are offering nearly identical 30-year government bond yields. This article explores what this unusual convergence might signal about the future of global bond markets.
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2025-05-23Niranjan Ghatule
President Trump has reignited the trade war with a bold move—announcing a 50% tariff on the EU and threatening Apple with a 25% tariff unless iPhones are made in the USA. As markets react and the bond yield surges past 4.60%, this article explores the deeper implications for the economy, stocks, and why the bond market is the key signal to watch now.
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2025-05-21Niranjan Ghatule
This article explores the recent US 20-year bond auction that triggered a spike in yields due to weak demand. It explains how rising deficits, inflation expectations, and the Federal Reserve's "higher for longer" stance are impacting markets, and why former President Trump continues to pressure Fed Chair Powell for rate cuts amidst growing economic uncertainty.
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2025-05-20Niranjan Ghatule
Japan’s bond market is experiencing an unprecedented shift, with long-term yields reaching historic highs. This blog explores the reasons behind the surge in Japan’s bond yields, from the end of ultra-loose monetary policy to rising inflation and a massive debt burden.
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2025-05-07Niranjan Ghatule
The Federal Reserve kept interest rates steady for the third straight meeting on May 7, 2025, signaling growing concern over rising inflation and unemployment.
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2025-04-18Ravi Mehta
President Trump slams Fed Chair Jerome Powell, accusing him of "playing politics" and delaying interest rate cuts while Europe moves to lower rates. Read the full breaking news update.
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2025-04-07Ravi Mehta
In his latest social media remarks, President Donald J. Trump doubled down on his signature economic policies, celebrating falling inflation, booming tariff revenues, and what he frames as a long-overdue reckoning for nations that have "abused" U.S. trade openness.
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2025-04-02Niranjan Ghatule
The S&P 500 had a rough start to 2025, underperforming global markets by the largest margin in over a decade. With a -4.6% decline in Q1, the index trailed international stocks by 9.6 percentage points—the worst quarterly relative performance since 2009. This sharp reversal from Q4 2024, when the S&P 500 outperformed global stocks by 10 percentage points
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2025-04-01Niranjan Ghatule
This article explores the latest market signals suggesting a potential recession, analyzing key economic indicators such as falling bond yields, rising inflation, stock market trends, and government policies. It discusses historical market patterns, the impact of recent tariffs, and the Federal Reserve's rate cuts while examining how these factors could shape the economic outlook.
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2025-03-30Ravi Mehta
The past week has been a turbulent one for financial markets, with the S&P 500 experiencing a historic decline. From Wednesday to Friday, the index lost $2 trillion, shedding $100 billion per trading hour. Even after markets closed on Friday, futures dropped another $120 billion, highlighting the extreme uncertainty investors are facing.
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2025-03-28Ravi Mehta
The U.S. stock market is experiencing a severe downturn, with major indices collapsing amid surging inflation fears and escalating trade war tensions. The Dow Jones plummeted 618 points (-1.46%), the S&P 500 crashed 100 points (-1.77%), and the **Nasdaq nosedived 445 points (-2.50%)
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2025-03-27Ravi Mehta
The latest U.S. macroeconomic data for Q4 has been released, showing a mixed performance across key economic indicators. The GDP growth rate came in at 2.4%, beating expectations of 2.3% but slowing from the previous 3.1%. Jobless claims data also showed strength, coming in slightly lower than expected
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