Global stocks came under renewed pressure on Tuesday, with technology shares bearing the brunt of selling as investors braced for a more aggressive Federal Reserve stance on inflation, even as oil prices continued their…
Sam Azzarello: What's next for markets and the global economy after a year defined by escalating tariffs, persistent geopolitical tensions, and the rise of artificial intelligence across industries?
Buying Bonds Here - Different StatisticsBonds (ZN & ZB) are the only markets that have different parameters and statistics compared to the rest. Among other things, they are the only markets where statistics show that t…
The bond giant's CIO for non-traditional strategies says Treasury yields look attractive and the Fed will hold rates steady through year-end, putting Pimco squarely at odds with futures markets pricing in a coin-flip ch…
Editor's Note: At 10 PM Beijing time on August 28, Federal Reserve Chair Kevin Warsh delivered a speech at the Jackson Hole Global Central Bank Symposium, marking his first address at this prominent annual gathering sin…
This is going to be a fairly important week for markets, given the amount of economic data coming and where rates closed. On Friday, the two-year moved up by almost 13 basis points and the ten-year by nearly six, follow…
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As eurozone inflation plunges citizens into a cost-of-living crisis, the ECB is sticking to its policy of cheap credit and adding a new bad-debt incentive for reckless governments.
The 10Y gilt yield hit new highs on the back of inflation and political risks, but investors should not ignore the role of the Bank of England’s QT in this. We estimate the 2s10s GBP curve steepened by 60bp more than th…
The 2026 Jackson Hole Economic Policy Symposium, scheduled for August 27-29, represents one of the most closely watched central banking events of the year. Federal Reserve Chair Kevin Warsh will deliver his first keynot…
The Federal Reserve's interest rate lift-off in December did little to disturb the uneasy calm that had reigned in financial markets in late 2015. But the new year had a turbulent start, featuring one of the worst stock…
Normally quiet, the bond market can occasionally send warning signals loud enough to hit stock markets worldwide and even grab the attention of U.S. presidents and other world leaders
The 2026 Jackson Hole Economic Policy Symposium, scheduled for August 27-29, represents one of the most closely watched central banking events of the year. Federal Reserve Chair Kevin Warsh will deliver his first keynot…
Southeast Asia's trade-oriented economies are facing a confluence of global trade shocks. The Trump administration in the United States has imposed punitive tariffs while depressed domestic demand in China has led to a …
The brinkmanship between the U.S. government and the bond market continued on Thursday following the Treasury Departmentâs announcement the day before that it would double repurchases of longer-dated Treasuries in a b…
A 5% long bond isn’t the crisis, it’s the receipt, and the fifteen years when money was free did far more damage to growth than normal interest rates ever will.
Normally quiet, the bond market can occasionally send warning signals loud enough to hit stock markets worldwide and even grab the attention of US presidents and other world leaders.
August 20, 2026, 12:44 AM EDT. Samsung Electronics is preparing a shareholder-return programme worth more than 100 trillion won, or about $71.75 billion, according to Korean media cited by Reuters. The plan is expected …
Investors face a challenging environment during the second half of 2022, needing to navigate rising interest rates, high inflation and resurfacing geopolitical risks. In the near term, gold will likely remain reactive t…
Lower Fed hike odds have calmed front-end USD rates, but long-end Treasuries remain vulnerable to higher real yields, fiscal supply pressure and yen spillovers. In Europe, markets remain focused on a September ECB hike,…
Buying Bonds Here - Different StatisticsBonds (ZN & ZB) are the only markets that have different parameters and statistics compared to the rest. Among other things, they are the only markets where statistics show that t…
Economist Lacy Hunt has been a bond bull longer than most money managers have been in the business. Recently, he made a surprising U-turn on his bullish stance. The following paragraph opens his Second Quarter Review an…
Eastspring’s Multi Asset Portfolio Solutions team remains tactically constructive on global equities, favouring the US over Europe, but with clear restraint amid unresolved tensions. On fixed income, the team is neutral…