The Vault · 2026-03-31 21:56:54 · Bloomberg Markets
A sharp pivot is underway in the US bond market as traders rapidly unwind positions betting on persistent inflation, redirecting their focus to the mounting risk of an economic slowdown. The catalyst is a sustained surge in oil prices, which is now seen less as a driver of consumer price increases and more as a direct ...
The Vault · 2026-04-14 11:52:29 · Bloomberg Markets
Global investors have executed their sharpest retreat on economic growth expectations in four years. The latest Bank of America fund manager survey reveals a dramatic shift in sentiment, directly linked to the market turmoil and uncertainty stemming from the conflict involving Iran. This is not a routine correction but...
The Vault · 2026-04-20 11:22:33 · Bloomberg Markets
Fitch Ratings has delivered a pointed warning to the Philippines, revising its sovereign credit outlook from stable to negative. The move signals mounting international scrutiny over the country's economic trajectory, directly tied to a concerning decline in public investment. This shift places the nation's credit rati...