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Markets
Foreign selling in JGBs tests Japan's higher-rate reset
Japan bond selling hit a three-year high in June, showing BOJ rate rises may unsettle foreign buyers before they draw capital home.
By Helena Brandt
Economy
Negative real rates are back as bond markets test central banks
Negative real rates are back as inflation tops policy settings, leaving the Fed and its peers with less room to calm bond markets already pushing yields higher.
By Helena Brandt
Markets
Bond selloff shows inflation risk is global again
Treasury, Bund and Gilt yields all climbed on Friday, a sign investors are repricing inflation risk beyond the Fed alone.
By Sloane Carrington
Commodities
Gold's 12% Iran sell-off is a rates story, not a haven failure
Gold has fallen 12 per cent since the Iran conflict began, defying the safe-haven script. ING's Ewa Manthey says the sell-off is a macro story — real yields and a strong dollar — not a structural failure. J.P. Morgan and the ECB see central bank demand keeping the bull case intact.
By Reza Najjar
