Analysis: Interest Rates

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...

Portugal's TAP books wider loss as strike, competition bite

Portuguese airline TAP's first-quarter net loss widened 20% from the same period a year ago as aggressive competition and a pilot strike at its low-cost carrier Portugalia squeezed revenue. ...

Trading Day: Bond alarms ring louder

TRADING DAY Making sense of the forces driving global markets By Jamie McGeever, Markets Columnist  U.S. debt despair Investors' unease about...

Trading Day: Japan's long bond warning

TRADING DAY Making sense of the forces driving global markets By Jamie McGeever, Markets Columnist  U.S. assets in the red It was a sobering...

Rates: equity markets shrug off high yields

The current tension in bond yields reflects the return of growth prospects combined with inflation that appears to be under control. However, this situation should not be allowed to worsen, as it will...

So, China should consume more and the US less?

A look at the day ahead in European and global markets from Wayne Cole It's been a down day so far in Asia as a miss on China retail sales underlined how far the country would have to...

Trading Day: Inflation - calm before the storm?

TRADING DAY Making sense of the forces driving global markets By Jamie McGeever, Markets Columnist  Softer bond yields cushion stocks Cooler...

UK finance minister Reeves: economic headwinds are coming

LONDON -British finance minister Rachel Reeves on Thursday said there were clearly economic headwinds approaching, speaking after data showed Britain's economy grew more strongly than expected in...

Trading Day: No 'trade truce' hangover, party continues

TRADING DAY Making sense of the forces driving global markets By Jamie McGeever, Markets Columnist  Risk assets extend gains Stocks, oil and...