Gokhshtein Media
Macro & Rates
Fed policy, rates, inflation, and global macro
12 stories · Updated 10m ago
Tariff Delay Lifts Treasury Yields, Eases Fed Inflation Risk
President Trump's last-minute agreement with Canada to delay 50 percent tariffs on $20 billion in imports removes a near-term inflation pressure point, allowing the Fed greater flexibility on rate policy
Gold Falls 1.8% as Treasury Rout Offsets Hormuz Relief Rally
STB Restarts UP-NS Review; Rail Spreads Face Prolonged Uncertainty
SEC Crypto Rules Proposal Tests Spread Compression Thesis During Equity Selloff
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National Diesel Average Hits $5.45 in Latest EIA Weekly Survey
Bridgewater's China Fund Lost 5.6% in July as Iran War Hit Markets
Japan 10-Year Yield Hits 2.945%, Highest Since September 1996
30-Year U.S. Yield Tops 5.30% as Global Bond Selloff Hits Multi-Decade Highs
Builder Confidence Holds at 35 in August—16th Straight Month Below 40
Treasury Basis Trade Stalls at $1 Trillion as Hedge Funds Hit Capacity
U.S. Gulf Coast Ethylene Falls 17% as Iran War Premium Fades
French Power Prices Hit 7-Month High as Fifth Heatwave Forces 7.3 GW Nuclear Cut
