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Bond Markets Focus on Inflation as Fragile Ceasefire Holds

Key Points: A fragile ceasefire between the United States and Iran has bond traders worrying about long-term inflation. The March inflation report showed a massive 0.9% jump in consumer prices, driven by soaring energy costs. Bond traders pushed their expectations for the next Federal Reserve interest rate cut back to mid-2027. A strong labor market...

European Drivers Rapidly Shift Support to Chinese Car Brands

Key Points: A new survey shows 55% of European drivers are now open to purchasing a Chinese-branded vehicle. Outright rejection of Chinese cars dropped dramatically to just 21%, down from 46% two years ago. Spain and Hungary lead the market trend with 75% of consumers willing to buy Chinese cars. Drivers increasingly prioritize modern technology,...