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How U.S. ‘mini-stagflation’ and the yen could shock financial markets

A financial shock is on the cards if the carry trade crumbles, says strategist.
MarketWatch - 10h
Sentiment and stagflation

Friday’s market drop reflects concerns about growth
Financial Times - 4d
Stagflation is a new threat to the stock-market rally. What investors should know.

Worries about an unwelcome mix of inflation and stagnating economic growth are back, only this time such fears are becoming harder for investors to shake off.
MarketWatch - 4d
Dow wipes out its gains since Trump’s inauguration as ‘stagflation’ fears return

U.S. stocks ended the week on an ugly note Friday, posting their worst day of 2025 — and a run of soft economic data was getting much of the blame.
MarketWatch - Feb. 21

How U.S. ‘mini-stagflation’ and the yen could shock financial markets