Climate
This content is marketing material and should not be regarded as investment advice. Trading financial instruments carries risks and historic performance is not a guarantee of future results. The instrument(s) referenced…
Climate
As eurozone inflation plunges citizens into a cost-of-living crisis, the ECB is sticking to its policy of cheap credit and adding a new bad-debt incentive for reckless governments.
Climate
The 10Y gilt yield hit new highs on the back of inflation and political risks, but investors should not ignore the role of the Bank of England’s QT in this. We estimate the 2s10s GBP curve steepened by 60bp more than th…
Climate
The 2026 Jackson Hole Economic Policy Symposium, scheduled for August 27-29, represents one of the most closely watched central banking events of the year. Federal Reserve Chair Kevin Warsh will deliver his first keynot…
Climate
The Federal Reserve's interest rate lift-off in December did little to disturb the uneasy calm that had reigned in financial markets in late 2015. But the new year had a turbulent start, featuring one of the worst stock…
Climate
Normally quiet, the bond market can occasionally send warning signals loud enough to hit stock markets worldwide and even grab the attention of U.S. presidents and other world leaders
Climate
The 2026 Jackson Hole Economic Policy Symposium, scheduled for August 27-29, represents one of the most closely watched central banking events of the year. Federal Reserve Chair Kevin Warsh will deliver his first keynot…
Climate
The brinkmanship between the U.S. government and the bond market continued on Thursday following the Treasury Departmentâs announcement the day before that it would double repurchases of longer-dated Treasuries in a b…
Climate
A 5% long bond isn’t the crisis, it’s the receipt, and the fifteen years when money was free did far more damage to growth than normal interest rates ever will.
Climate
August 20, 2026, 12:44 AM EDT. Samsung Electronics is preparing a shareholder-return programme worth more than 100 trillion won, or about $71.75 billion, according to Korean media cited by Reuters. The plan is expected …
Climate
Investors face a challenging environment during the second half of 2022, needing to navigate rising interest rates, high inflation and resurfacing geopolitical risks. In the near term, gold will likely remain reactive t…
Climate
Lower Fed hike odds have calmed front-end USD rates, but long-end Treasuries remain vulnerable to higher real yields, fiscal supply pressure and yen spillovers. In Europe, markets remain focused on a September ECB hike,…
Climate
Economist Lacy Hunt has been a bond bull longer than most money managers have been in the business. Recently, he made a surprising U-turn on his bullish stance. The following paragraph opens his Second Quarter Review an…
Climate
On July 15, 2026, the source for Figure 1 was updated from FRB-NY to Federal Reserve Board.
Climate
Eastspring’s Multi Asset Portfolio Solutions team remains tactically constructive on global equities, favouring the US over Europe, but with clear restraint amid unresolved tensions. On fixed income, the team is neutral…
Climate
Global stock markets have been on a tear in 2026, extending last year's rally as traders look through geopolitical turmoil and inflation fears.
Climate
Lately, it seems like you can’t open a financial publication without stumbling across another article declaring the 60/40 portfolio dead. The pitch is everywhere: bonds are broken, the old rules no longer apply, and inv…
Climate
In today’s update: US fiscal pressure and gold prices are moving in lockstep today — with the Fed frozen at 3.50–3.75%, Treasury’s own debt buyers flagging a $1.3 trillion shortfall, and services inflation stuck at a fo…
Climate
The Federal Reserve is steering through a thicket of macro crosscurrents, and the challenge is sharpening amid a new report that President Trump has been calling Chair Kevin Warsh since he took the helm at the
Climate
Gold is recouping losses above $4,300 in Thursday’s Asian session as the dust settles in the aftermath of the US Federal Reserve (Fed) monetary policy decision and the signing of the US-Iran peace deal.
Climate
Most investors still think of catastrophe bonds as something insurers deal with, not something that belongs in a serious portfolio. This thinking is already out of date.
Climate
This briefing examines international students in the UK. It presents statistics on their numbers, characteristics, economic impact, what they do after their studies, and how many settle in the UK.
Climate
Oil prices turn lower as Bessent says U.S. may have Iran deal "today or tomorrow"
Climate
Oil prices turn lower as Bessent says U.S. may have Iran deal "today or tomorrow"