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Katie MartinFinancial Times |
In moments of extreme uncertainty investors usually rush to the safety of US government bonds, but not this time
Investor backlash against US markets appears to be real
Gold and silver are on a tear but buyer beware . . .
The market reaction to the threat of tariffs on supposed allies over Greenland has been extremely telling
A criminal investigation of Jay Powell is the latest in the reworking of the world’s most important financial institution
As 2026 begins, optimists are talking down bubble anxiety
While markets were buoyant this year, volatility is never far away
Investors’ first duty is to their stakeholders, not to politicians trying to fund spending and infrastructure
It falls to Nvidia to make or break the market mood for the rest of the year
Gilts investors have long suspected that Labour would abandon its manifesto promises
But more optimistic investors continue to bank on the cavalry arriving if things get really dicey
Some say this is a ‘good’ bubble, but investors should remember that all bubbles burst in the end
When the going gets tough, investors are struggling to find a place to hide
The line between market resilience and irrational exuberance is frustratingly hard to discern
Jay Powell’s Jackson Hole speech is a prelude to much bigger changes coming at the central bank
People are looking at becalmed market conditions and writing them off as the result of a quiet summer
The message from markets is clear: if you follow through on firing Powell, the dollar will get smoked
Doubts about the dollar bring a new set of problems for Europe
Keep an eye on the yen and other areas of consensus as temperatures rise
Hedging against falls in the dollar has not been a prime concern but Trump 2.0 is changing the mood
In a number of key markets, investors are losing patience with governments still wanting to borrow like there’s no tomorrow
Inflated stock prices may have been mistaken for growth-driven superiority
In markets and politics, it will be more short-termist, less resilient and much more reliant on the kindness of strangers
Britons are skilled at navigating the humiliation unleashed by political and market chaos — allow us to give you some tips
Parking money in America is no longer the routine, fuss-free, neutral option
The concern now among bankers and hedge fund managers is that something, somewhere could break
Trump’s administration has expressed more tolerance for the economic fallout from tariffs than expected
The US could dismantle its own exorbitant privilege by pushing the big bond market beasts into the arms of others
The president’s conviction that US currency strength gives trading partners an unfair advantage is well known
It remains very hard to argue that anything meaningful has changed in the UK
Investors have no clue what the returning President Trump will actually do
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