Analysis: Interest Rates

China's parliament meets to shield economy from US tariff salvos

China's parliament begins its annual session on Wednesday with officials under pressure to tilt their fiscal resources towards consumers to make the economy more resilient in the face of rising U.S....

Rates: Fears of an economic slowdown

For several months, bond yields have been rising on fears of a rapid return to inflation in the United States. In fact, Scott Bessent of the Treasury has declared that lowering the US 10-year is a...

Trump flags crypto reserve, mum on funding

A look at the day ahead in European and global markets from Wayne Cole. It's been a bumper day for crypto fans after President Donald Trump took to social media to announce a proposed...

Rates: Financials benefit from steepening

As an investor in US individual stocks, you'll no doubt have noticed that since the start of the year, the 7 magnificence has lost some of its lustre, as has the technology sector as a whole. On the...

Rates: No further cuts in sight

The release of a rising consumer price index provided further evidence that the Fed intends to pause its rate-cutting cycle. Moreover, Jerome Powell took advantage of his Senate hearing to hammer home...

Interest rates: A wind of optimism

Two weeks ago, Deepseek threw a spanner in the works by proposing an open-source generative AI. But has the Chinese application really reshuffled the deck? The game is far from over.

Trump's aid cuts imperil emerging market investment cash

The United States' decision to freeze and potentially scrap its core aid agency jolted countries receiving its funding and could make it harder for emerging economies to attract private cash,...

Stagflation Is a Concern for State Street Strategist Loh

Marvin Loh, senior global macro strategist at State Street , says he is in the bear steepening camp which keeps him hesitant to really embrace duration in the bond market. ...

Markets confounded by Trump's Gaza proposal

A look at the day ahead in European and global markets from Wayne Cole. First off, nobody knows what to make of President Donald Trump's sudden suggestion that the United States take...

Rates: ECB stays one step ahead

Last week was marked by meetings between the US and European central banks. Although the score was somewhat different, they did not take the market by surprise - quite the contrary.

Rate: Double play

This week could be the first serious test for the markets, with successive meetings of the US and European central banks. In the meantime, we offer some additional information following on from last...

British growth plans get positive response in Davos, minister says

British industry and energy minister Sarah Jones said that meetings in Davos this week with CEOs considering where to make their next investment had been positive as the government took its growth...

Bond Yields Are 'Quite Attractive Here': JPMorgan's Berro

Kelsey Berro, fixed income executive director at JPMorgan Asset Management, says investors don't need the Fed to be cutting rates aggressively to achieve a bullish return in bonds. ...

Trump says he is discussing 10% tariff on China on Feb. 1

U.S. President Donald Trump on Tuesday said his administration is discussing imposing a 10% tariff on goods imported from China on Feb. 1 because fentanyl is being sent from China to Mexico and...

France sees record demand for first syndicated bond sale since its election

LONDON -France's first syndicated government bond sale since a snap election last year unleashed turmoil in its markets saw record demand of 134 billion euros on Tuesday, a lead manager said. ...

Rates: Who wants American debt?

The event not to be missed last week was undoubtedly the publication of the US Consumer Price Index . While the CPI came in broadly in line with expectations, it also set the world alight, triggering...

UK borrowing cost spike evaporates, in boost for Reeves

British government bonds rallied for a third day running on Friday, all but wiping out a sharp spike in yields since the start of the year that had briefly prompted comparisons with former Prime...

Morning bid: Cautious end to week as Trump inauguration looms

A look at the day ahead in European and global markets from Kevin Buckland The tone in the equities markets was decidedly feeble as the week came to an end, with Chinese markets getting...

Morning bid: Inflation duo takes centre stage

A look at the day ahead in European and global markets from Stella Qiu Bond investors may have drawn some comfort from the benign miss in U.S. producer price data but a duo of CPI...