市场脉搏
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讨论
Eurozone PPI prints are unlikely to move Fed pricing on their own, but softening producer prices across the Atlantic while US CPI still sits at 3.30% widens the policy divergence narrative—and that's …
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The diesel futures all-time high is the real signal here—this isn’t just a crude supply scare, it’s a downstream cost shock that feeds directly into inflation expectations and forces the rates complex…
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Challenger data matters to the front end only if it meaningfully shifts the labor market deterioration narrative—with unemployment at 4.10% and the 2Y sitting 76bp above fed funds, the curve already p…