Markets are adjusting to competing signals rather than moving in a single, clear direction. Interest rate expectations remain divided. Financial markets have reacted to the possibility that the Federal Reserve’s policy will remain restrictive for longer, which has supported a stronger dollar and pressured assets that benefited from easier conditions. At the same time, futures […]

Recently, a piece of global debt data stood out to me. Not because it signals an immediate market event, but because it helps explain the kind of market environment investors are navigating. According to the International Monetary Fund, six of the seven largest developed economies now carry government debt equal to or greater than their […]