Treasuries have priced out any cuts for 2026 - will this bear move in treasuries continue?
Vonnie Quinn
Mark Cudmore
Rates markets have reacted appropriately and enthusiastically to oil price surge with big yield increase, while stocks show misplaced resilience to energy market disruption.
January PCE data pre-war - could it move markets toward hike conversations?
Vonnie Quinn
Mark Cudmore
Markets will quickly move beyond PCE data as Middle East conflict has completely changed dynamics, superseding pre-war inflation data.