Analysis: Interest Rates

'For our country': China's patriots are buying the dip

Cao Mingjie had never traded stocks before Donald Trump's Liberation Day. The home designer from China's southern Guangdong province changed his mind after April 2, when the U.S....

IMF sees global growth hurt by trade tensions but no recession

WASHINGTON -Rising trade tensions and sweeping shifts in the global trading system will trigger downward revisions of the International Monetary Fund's economic forecasts but no global recession is...

Rates: Is anyone in charge?

The suspense lasted most of last week before Donald Trump granted a 90-day grace period to all his trading partners - except China - which dared to retaliate. Shocking, as their English cousins would...

Bond Vigilantes Hit Their Mark in Treasury Showdown

The past week in the U.S. Treasury market was a reminder of the power and influence of bond markets, as well as the potential consequences of unpredictable policy decisions.

Foreign investors dump $6.5 billion of U.S. equities in a week

Foreign investors dumped $6.5 billion of U.S. equities in the five trading sessions ending Wednesday, BofA Global Research said on Friday, as tariff induced turmoil gripped markets. ...

Global investors hunker down for volatility even as tariff pause is welcomed

LONDON -As the dust settles after a bruising week eased by U.S. President Donald Trump's tariff pause, the takeaway from global investors is loud and clear: market turbulence is here to stay. ...

A U.S. Treasury Market Tumble with a Dash of Deja-Vu

U.S. bonds are experiencing a selloff, raising alarms about the stability of this cornerstone of the global financial system. Despite traditionally serving as a refuge during equity market downturns,...

Trump says EU will have to buy energy from US

U.S. President Donald Trump said on Monday said selling energy to the European Union would be a key focus as his administration seeks to eliminate a trade deficit with the bloc. The...

Markets extend plunge after Powell says Fed to wait and see on tariffs impact

The rout on Wall Street continued on Friday, with the Nasdaq earning a bear-market classification, after China imposed fresh tariffs on all U.S. goods in response to the Trump administration's...

Trump tariffs slam markets, stunned investors brace for slow growth, retaliation

By Sinéad Carew, Lewis Krauskopf and Amanda Cooper NEW YORK/LONDON -Global investors grappled on Thursday with rising chances of an economic downturn and a sprawling trade war, as they...

Rates: it's getting tiresome

Fluctuations in bond yields illustrate the difficulties facing investors. On the one hand, fears about growth argue in favor of easing rates. On the other, the risk of a new wave of inflation against...

Northvolt bankruptcy trustee secures agreement for scaled-down operation

Northvolt's bankruptcy trustee said on Monday it had reached an agreement in principle with key stakeholders in the electric vehicle battery maker for financial guarantees allowing the company to...

Shrinking US risk premium to divert more cash into Europe

The premium investors enjoy from holding U.S. government debt over that of Germany is set for its biggest quarterly drop in years, with tectonic fiscal policy shifts on both sides of the Atlantic...

Rates: Powell adopts the dovish attitude

Sometimes it doesn't take much to be happy. Not because the Fed has a clear vision to share, but rather because it has avoided the words that traditionally anger investors: out-of-control inflation,...

"Bull crash" drives biggest ever drop in US equity allocation - BofA

Allocation to U.S. stocks saw the biggest drop ever in March with concerns over stagflation, trade wars and end of U.S. exceptionalism driving a bull crash in sentiment, a survey of investors from...

Rates: Inflation eases but uncertainties remain

The publication of encouraging statistics on US inflation is not expected to alter the current policy of the Federal Reserve, which is due to meet on Wednesday. Investors are still betting on a status...

Rates: High tensions in Europe as defense budgets increase

Every cloud has a silver lining. After deluding themselves for over 50 years, Europeans seem to be discovering, to their horror, that they will have to provide for their own defense rather than rely...

UK gets more than 66 billion pounds of orders for new 2049 inflation-linked bond

Britain received more than 66 billion pounds of orders for a new 2049 index-linked government bond in the final syndication of the 2024/25 financial year, bookrunners on the transaction said on...

UK court dismisses lawmakers' case against FCA over bank redress scheme

London's High Court on Friday dismissed a legal challenge brought by British lawmakers against a financial watchdog over the scope of a 2.2 billion-pound bank redress scheme related to interest rate...