2026-05-15

News
Inflation, Bond Markets, Us-China Relations, Initial Public Offerings
Sources

Bloomberg — 2026-05-15#

Lead Story#

Global bond markets are facing a relentless selloff as surging oil prices tied to the Iran war exacerbate inflation fears, pushing yields to multi-year highs and driving the US 30-year Treasury yield to its highest level since 2007. The historic rout has stalled a record-breaking global equities rally and sets up an immediate, critical test for incoming Federal Reserve Chair Kevin Warsh, as traders brace for central banks to keep interest rates elevated for longer than previously anticipated.

Bloomberg

News
Us Jobs, Iran Conflict, Initial Public Offerings, Uk Elections, Tariffs, Iran War, Artificial Intelligence, Federal Reserve, International Trade, Oil Prices, Geopolitics, Inflation, Private Credit, Central Banks, Energy, Us-China Relations, Monetary Policy, Energy Markets, Uk Politics, Global Markets, Bond Markets

Bloomberg — Week of 2026-05-08 to 2026-05-15#

Story of the Week#

The geopolitical impasse between the US and Iran escalated significantly after President Trump rejected Tehran’s peace proposals as “totally unacceptable,” ensuring the continued blockade of the Strait of Hormuz. The resulting energy supply shock has driven global oil inventories down at a record pace and severely amplified inflation fears, pushing US consumer price growth to 3.8% and sending global bond yields to their highest levels since 2007. This dual shock of spiking energy costs and plummeting crude output sets up an immediate, critical test for newly confirmed Federal Reserve Chair Kevin Warsh, as traders rapidly unwind expectations for near-term rate cuts.