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Global bond yield spike and Fed rate-hike expectations as dominant macro driverAI capital expenditure supercycle with sustainability questions emergingGeopolitical oil dynamics: Venezuela deal vs. Iran sanctions/strikesCommodity supply constraints (zinc, soybeans) as inflation tailwindConsumer credit stress and retail bankruptcies signaling demand softeningJapan corporate investment surge amid yield normalizationHousing market cracks in Australia and shifting US migration patterns

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US plans to sanction another bank in effort to clamp down on Iran transactions, Bessent tells AP - AP News

US plans to sanction another bank in effort to clamp down on Iran transactions, Bessent tells AP - AP NewsRead original reporting ↗

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