Analysis: Interest Rates

Chagrin as Trump plays three-card trick on trade

A look at the day ahead in European and global markets from Wayne Cole. Well, that's as clear as mud. Apparently August 1 is now the U.S. deadline for when higher tariffs will be...

Trade optimism gives way to caution over US jobs

A look at the day ahead in European and global markets from Stella Qiu It's been a pretty muted session in Asia and rightly so, given the high stakes in U.S. payrolls data due later in...

Rates: A brief look back in time

Before letting the summer lull set in, we wanted to clarify a few points raised in our last publication, particularly regarding the bond market's reaction to the US attack on Iranian nuclear sites.

Trading Day: Whirlwind fades, calm returns

TRADING DAY Making sense of the forces driving global markets By Jamie McGeever, Markets Columnist  After two days of strong gains in world stocks amid the...

Rates: That's it for now… until next time

The round of announcements by the major central banks ended without any bombshells from the US Federal Reserve. A wait-and-see attitude prevails across the Atlantic, while Europe as a whole remains...

Rates: Tariffs? What tariffs?

The doomers have been proven wrong. After predicting the worst on Liberation Day, the economic statistics do not corroborate the alarmist scenarios we were fed… at least for now: Neither the CPI nor...

Trading Day-Good vibrations turn sour

TRADING DAY Making sense of the forces driving global markets By Jamie McGeever, Markets Columnist  I'm excited to announce that I'm now part of Reuters Open...

U.S.-China framework underwhelms

LONDON -What matters in U.S. and global markets today I'm excited to announce that I'm now part of Reuters Open Interest , an essential new source for data-driven, expert commentary on...

US-China trade truce leaves investors none the wiser

NEW YORK/SINGAPORE -The latest trade truce between China and the United States offers investors hope that the two superpowers can reach a lasting resolution and prevent further market disruption, but...

Trading Day-Buoyancy trumping uncertainty

TRADING DAY Making sense of the forces driving global markets By Jamie McGeever, Markets Columnist  I'm excited to announce that I'm now part of Reuters Open...

Japanese investors sell most German bonds since 2014 in April

LONDON -Japanese investors launched their largest monthly sell-off of German bonds in over a decade in April, data showed on Monday, a month after Germany's borrowing costs shot up in reaction to a...

Rates: Mixed data

While the eurozone has just cut interest rates by 25 basis points for the eighth consecutive time, the US is grappling with conflicting economic data. Doubts therefore remain about the Federal...

German exports, industrial output dip as pre-tariff boost ends

BERLIN -German exports and industrial output fell more than expected in April as demand from the United States decreased following months of strong purchases in anticipation of U.S. tariffs, official...

G7 debt is now a pressure point for anxious markets

LONDON -Surging government debt levels are becoming a pressure point for big economies and bond investors have their sights on those not doing enough to improve their finances. A...

Rates: Sleight of hand

In response to Japan's difficulties in placing its debt, the government has come up with a solution: limit long-term auctions and focus on short maturities. Behind this sleight of hand, which...

Stocks finish lower but notch strong monthly gain despite tariff worries

NEW YORK -Global stocks finished down on Friday but notched a weekly gain and the biggest monthly increase since late 2023, despite markets having been roiled by uncertainty over the Trump...

Global government issuance of US dollar debt tumbling in 2025, data shows

Governments in Asia and Europe are raising far less debt in U.S. dollars than usual, preferring to issue at home as they avoid exposure to rising U.S. yields, currency volatility and broader concerns...

Trading Day: Japan spreads long bond relief

TRADING DAY Making sense of the forces driving global markets By Jamie McGeever, Markets Columnist  Reasons to be cheerful A tariff reprieve...

Rates: The Shockwave

The press has reported on the difficulties encountered by the United States during its latest auction of 20-year bonds. However, the earthquake seems to have its epi-center in Japan, which first set...