Big public debts typically stem from big economic and political junctures that require government to spend big - but reining them back risks 'creative' solutions
May 30, 2024This week's milestone G7 interest rate cuts dispel any notion that hitting 2% inflation targets spot on is a precondition for central bank moves or indeed sensible -
June 25, 2024
Even as consensus builds inside and outside the Bank of England on UK interest rate cuts this summer, the thorny issue for banks and bond markets of when it stops its
June 05, 2024
Becalmed by a likely interest rate cut as soon as next month, euro zone government bond markets seem serene - but the European Central Bank continues to fret about
June 03, 2024
Next week's Federal Reserve meeting has lost the heat it once had as a likely moment for the central bank's first interest rate cut - but it could shine a big light on
April 26, 2024
If the British government is trying to steer more domestic investors back into unloved UK stocks, it has a mammoth task on its hands given the scale of the desertion
April 26, 2024
The Federal Reserve may finally have interest rate markets back in the palm of its hand - but it's surely casting a wary eye on effervescent stocks that seem oblivious
April 26, 2024
A Donald Trump redux come November may come with an inflation reboot too.
April 26, 2024
If you believe the options market, the world's major currencies are going nowhere fast this year.
April 26, 2024
Record peaks, pricey valuations, narrow markets, frenzied tech bandwagons and even punchy alternatives in bonds - all surely gnaw at U.S. household savers to lighten
April 26, 2024
Art more than science?
April 26, 2024
The jarring contrast of China's market bust and soaring U.S. stocks may cloud the vulnerability of the latter to events in Beijing, and some fear Wall Street's narrow
April 26, 2024
If the drugs don't work, the dosage may be wrong.
April 26, 2024
Everyone's guilty of it - but an obsessive guessing game over precise dates for the first central bank interest rate cuts this year seems increasingly pointless to
April 26, 2024
The China conundrum aside, a search for undervalued assets already seems to be tempting some investors back to emerging markets - but Western savers happily hunkered
April 26, 2024
After six months of churning interest rate speculation, few now doubt 2024 will see the three major Transatlantic central banks easing policy - the only quiz is
April 26, 2024
For all the valuation and diversification arguments routinely touted, bitter and sweet experience tells U.S. investors to stay at home.
April 26, 2024
Hold on to your hats.
April 26, 2024
Any real economy crunch from the U.S.
April 26, 2024
With a rosy picture of stock and bond gains next year now the running consensus, forecasters are managing an impressive leap of faith over three main assumptions -
April 26, 2024
If you were looking for a klaxon to mark the end of the interest rate cycle, a crushing of currency market volatility rings loudly.
April 26, 2024
Even with two geopolitically risky wars raging and a series of critical elections next year, there's little in annual outlooks suggesting investors should head for the
April 26, 2024
The scale of the debt market reaction to October's U.S. inflation undershoot partly reflects sheer relief in what's now one of the biggest bond market bets of the
April 26, 2024
If a re-emerging risk premium in bonds is down to government debt sustainability worries, central banks may need to lobby their Treasuries that it's undermining their
April 26, 2024
If the notorious 'term premium' is evaporating again, then last month's bond rout may just have been a nightmare.
May 07, 2024
SAIC Volkswagen says adjusting plant base "necessary"
Low brow and vulgar? Micro dramas shake up China's film industry, aim for Hollywood
Harris campaign reports spending nearly three times as much as Trump in August
Oktoberfest is open. The world’s largest folk festival begins after ceremonial keg-tapping
India's Manipur on high alert over influx of 900 militants from Myanmar
AI is helping shape the 2024 presidential race. But not in the way experts feared
The Midwest could offer fall’s most electric foliage but leaf peepers elsewhere won’t miss out