CPI

Global bond markets faced significant selling pressure as concerns over inflation and potential interest rate hikes intensified, leading to a marked increase in bond yields, particularly in Japan and the United States. This sell-off was underscored by a recent report from the National Bank of Poland, which revealed a core inflation rate of 3.0% year-on-year and 0.9% month-on-month for April 2026. These figures could influence market expectations regarding future interest rate adjustments, especially as investors grapple with the implications of sustained inflationary pressures. The current sentiment in the market is characterized by an adjusted sentiment score of 15, indicating heightened anxiety, while the topic coverage remains extensive at 99, reflecting a climate of extreme fear among investors. This backdrop suggests that market participants are increasingly cautious, as evidenced by a recent three-month rate of change in sentiment dropping to -0.124, signaling a potential shift in investor confidence and outlook.