Loading activity…
@robin_j_brooks
Senior Fellow @BrookingsInst, previously Chief Economist @IIF and Chief FX Strategist @GoldmanSachs. Opinions are my own. Email: RBrooks@brookings.edu.
Technology
Techmeme, citing The New York Times, reports pricier SoftBank debt insurance and some Oracle debt trading below face value.
World & Business
Robin J Brooks says China’s US surplus is back to pre-2025 levels, while its surplus with those partners is climbing.
World & Business
WatcherGuru reported the September figure on October 14, 2026; AP says exports surged 36.3% from a year earlier.
World & Business
Bloomberg quotes a German central banker calling Europe's bond selloff a warning of investor unease over government debt.
World & Business
A market commentator points to a tumbling 2y2y forward rate differential as the force pulling down the euro.
World & Business
A post puts the spread at around 140 basis points and says French government debt is approaching 120% of GDP.
World & Business
Reuters and other market commentary in the source packet tied the euro's drop against the dollar to rising French borrowing costs and fears that pressure in France could spread across the euro area.
World & Business
An October 4 post also claims Scott Bessent said Iran would have “no oil on the water” that week.
World & Business
A market account cites Candriam’s Nicolas Forest, who warns that potential October ratings downgrades could add pressure.
World & Business
Yields on 30-year US Treasuries surged to levels last seen in 2002–2004 (reaching ~5.6%+), while 10-year yields climbed near 5.2–5.3%. The sell-off stems from strong economic data, elevated energy prices, fiscal concerns, and heavy bond supply.
World & Business
A post predicts that the damage to Iran’s economy will worsen quickly as the blockade and US sanctions near what it calls their maximum impact.
World & Business
A September 27 post says 10-year US Treasury yields topped 5.2% for the first time since 2007, while UK gilt yields hit 5.36% and Japanese 10-year yields exceeded 3.1%.
World & Business
Bloomberg reports that Iran said it was still awaiting a definitive U.S. response and would not soften its conditions, despite Trump’s public rejection.
World & Business
Semafor reports the 10-year Treasury yield topped 5%. CNBC says the 30-year fixed mortgage rate jumped to 7.45% on September 24, its highest since April 2024.
World & Business
France's 10-year yield rose more than its US counterpart despite the surprise coming from US economic data, according to a September 23 market commentary.
