A strengthening dollar, persistent bond selling, and rising mortgage stress are converging into a critical inflation risk event. Market backdrop After an early-week risk bounce linked to Trump-related headlines, Thursday, March 26, 2026, evolved into another session of gradual but persistent selling across U.S. duration. Treasury yields pushed higher again, … [Read more...] about Dollar Strength, Rising Yields, and a System Under Pressure: A Ticking CPI Bomb?
Dollar
Terms of Trade (TOT),Tariffs, and Dollar Devaluation: What the Data Is Showing
Terms of Trade, Tariffs, and the Structural Reality of Globalization Official data review – December 2024 to December 2025 What Are Terms of Trade (TOT)? Terms of Trade (TOT) represent the ratio between a country’s export prices and its import prices. It measures how many units of exports are required to purchase a single unit of imports. … [Read more...] about Terms of Trade (TOT),Tariffs, and Dollar Devaluation: What the Data Is Showing
The market is not flat for long, what could drive it?
The market moves either on expectations or on economic data 30 July 2025 Expectations vs. Economic Data: Why Markets Remain Range-Bound 1. The Market’s Tug-of-War Equity volumes have dried up because two opposing forces are cancelling each other out: negative expectations on policy and inflation versus moderately positive economic … [Read more...] about The market is not flat for long, what could drive it?