There’s no respite for struggling European currencies as a likely pause in central bank interest-rate rises and a weakening economic outlook puts the focus on prospective rate cuts ahead. Sterling…
Some investors are increasing exposure to longer term US Treasuries in the midst of a historic sell-off, as spiking yields promise to juice returns despite expectations that interest rates will…
The US bond market is calling a moment: the age of low interest rates and inflation that began with the 2008 financial crisis has ended. What follows is unclear. The…
US lenders are holding onto large piles of cash as insurance against a slowing economy, continuing deposit outflows and looming tougher liquidity rules that could particularly impact midsized banks. The…
Bond investors who had positioned portfolios defensively in anticipation of a US recession are adjusting their strategies for a surprisingly resilient economy that will likely keep interest rates higher, longer…
Investors in Argentina’s financial markets, where bonds and the peso slid on Monday after central bank moves following a surprise primary election result, said the vote had a silver lining:…
As the yen slid past 145 per dollar with barely a murmur from Japanese policymakers during recent days, suspicion grew that they won’t be as quick to order intervention as…
Many macro hedge funds that bet on global economic trends are ending the first half of 2023 with losses, but uncertainty around how different central banks will handle monetary policy…
The rapid adoption of generative artificial intelligence has boosted markets this year, but after the initial euphoria, investors are waking up to the possible risks, including the need to be…
In recent weeks, US bond markets have bought into the prospect of a “soft landing,” prompting some investors to question whether they are ignoring the risk that companies will run…
