James Picerno

Growth for the April‑through‑June period continues to track at a 2.5% annualized rate, based on the median nowcast from several sources compiled by CapitalSpectator.com.

The Iran conflict and rising inflation risk have continued to widen the market premium for the 10-year yield relative to a fair value estimate.

A newly extended U.S.–Iran ceasefire and the reopening of the Strait of Hormuz are fueling cautious speculation that the conflict may be entering its final phase.

The Warsh era begins during an unsettled period for central banks. Several of the Fed's counterparts have started raising interest rates, citing inflation as the catalyst.

The US–Iran conflict may be over, but the damage to the global economy will linger. For tech investors, however, the war has hardly registered.

The policy-sensitive 2-year yield rose to 4.20% on Wednesday, the highest level in more than two years.

Duncan_Andison/iStock via Getty Images The US–Iran conflict appears to be winding down, but even if such optimism is premature, the American

welcomia/iStock via Getty Images The new Fed Chair, Kevin Warsh, wants the bond market to take the lead in pricing interest rates—effectively

The Middle East conflict may have ended, but the damage lingers for foreign bonds from the perspective of US investors, based on a review of ETF performance from the start of the war on Feb. 28 through June 23's close.

The price of the U.S. benchmark for crude oil fell below $70 a barrel on Wednesday, marking the lowest level since the war with Iran began on Feb. 28.