Bond vigilantes are back; markets demand higher yields.
Bond vigilantes are driving government yields higher as debt, inflation and oil prices increase pressure across global financial markets.
Bond vigilantes are driving government yields higher as debt, inflation and oil prices increase pressure across global financial markets.
Nvidia’s $500bn AI financing deal and chip guarantees raise questions over private credit, hardware values and the sustainability of AI investment.
Japan and the US have coordinated a historic yen intervention, raising new risks for global portfolios, currencies and bond markets.
Andy Burnham ‘s choice of John Healey as Chancellor has raised fresh concerns over UK fiscal policy, gilt yields and the outlook for sterling.
Higher inflation and slowing US growth are reshaping markets. Discover why investors need a new strategy beyond the traditional Fed playbook.
The upcoming IPOs of OpenAI, Anthropic and SpaceX are being viewed as one AI trade, but the reality is far more complex.
Surging bond yields are beginning to challenge the valuations driving the AI-led stock market rally.
Cameco Corporation is emerging as a major beneficiary of the global nuclear resurgence, driven by AI energy demand, uranium shortages, and growing government support for nuclear power.
Markets are on edge as speculation grows over a possible Wes Streeting resignation and Labour leadership challenge.
UK gilts face pressure as political uncertainty around Starmer fuels concerns over fiscal credibility and investor confidence.
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