Global markets end week mixed as bond yields and oil prices rise

10 articles · Updated · World Gold Council · Apr 27

Strong US economic data and upbeat corporate earnings contrasted with weakening consumer confidence in the US and Europe last week.
Uncertainty over the US–Iran conflict and expectations for Federal Reserve policy under incoming Chair Kevin Warsh drove market sentiment, with gold correcting amid renewed inflation concerns.
Investors are closely watching US–Iran talks and upcoming inflation data, as Fed policy signals less guidance and a smaller balance sheet, potentially shifting expectations for rates and market direction.

Why is consumer confidence falling despite strong corporate earnings and a resilient job market?

How will the new Fed chair's plan to shrink the balance sheet impact markets and interest rates?

How will record-high stock valuations hold up against a slowing economy and rising consumer debt?

Is gold's recent dip a temporary correction before a major surge from global instability?

Could the escalating Strait of Hormuz conflict trigger a global recession beyond just spiking oil prices?

Will the Fed be forced to choose between controlling inflation and preventing a recession in 2026?