Bond markets are winning the Budget stand-off

Gilts investors have long suspected that Labour would abandon its manifesto promises

06.11.2025 6

Katie Martin

Bubble-talk is breaking out everywhere

But more optimistic investors continue to bank on the cavalry arriving if things get really dicey

23.10.2025 9

Katie Martin

Brace for a market melt-up

Some say this is a ‘good’ bubble, but investors should remember that all bubbles burst in the end

09.10.2025 9

Katie Martin

RIP to safe havens

When the going gets tough, investors are struggling to find a place to hide

25.09.2025 20

Katie Martin

How worried should we be about the crypto crush?

The line between market resilience and irrational exuberance is frustratingly hard to discern

11.09.2025 5

Katie Martin

Brace for the Fed’s Maga makeover

Jay Powell’s Jackson Hole speech is a prelude to much bigger changes coming at the central bank

25.08.2025 10

Katie Martin

Investors are frogs in a Trumpian pot

People are looking at becalmed market conditions and writing them off as the result of a quiet summer

13.08.2025 40

Katie Martin

Trump’s Fed pantomime is not amusing investors

The message from markets is clear: if you follow through on firing Powell, the dollar will get smoked

18.07.2025 10

Katie Martin

The double-edged sword of a strong euro

Doubts about the dollar bring a new set of problems for Europe

10.07.2025 8

Katie Martin

Markets should watch out for the summer fling

Keep an eye on the yen and other areas of consensus as temperatures rise

26.06.2025 3

Katie Martin

Dollar weakness is turning all fund managers into currency traders

Hedging against falls in the dollar has not been a prime concern but Trump 2.0 is changing the mood

13.06.2025 20

Katie Martin

The bond vigilantes are on the prowl

In a number of key markets, investors are losing patience with governments still wanting to borrow like there’s no tomorrow

29.05.2025 10

Katie Martin

Investors ask ‘what next’ as the American fever breaks

Inflated stock prices may have been mistaken for growth-driven superiority

22.05.2025 20

Katie Martin

What the US stands to lose from a dented dollar

In markets and politics, it will be more short-termist, less resilient and much more reliant on the kindness of strangers

30.04.2025 10

Katie Martin

Advice to shell-shocked Americans from Brexit Britain

Britons are skilled at navigating the humiliation unleashed by political and market chaos — allow us to give you some tips

16.04.2025 40

Katie Martin

Trump has added a political risk premium to US assets

Parking money in America is no longer the routine, fuss-free, neutral option

11.04.2025 20

Katie Martin

Markets could get a lot worse — and quickly

The concern now among bankers and hedge fund managers is that something, somewhere could break

07.04.2025 6

Katie Martin

Stop trying to make stock vigilantes happen

Trump’s administration has expressed more tolerance for the economic fallout from tariffs than expected

19.03.2025 10

Katie Martin

Investors dare to imagine a world beyond the dollar

The US could dismantle its own exorbitant privilege by pushing the big bond market beasts into the arms of others

04.03.2025 40

Katie Martin

Trump’s freewheeling disruption could extend to the dollar

The president’s conviction that US currency strength gives trading partners an unfair advantage is well known

20.02.2025 10

Katie Martin

Bond vigilantes are overexcited (again)

It remains very hard to argue that anything meaningful has changed in the UK

15.01.2025 10

Katie Martin

This will be the year of investing dangerously

Investors have no clue what the returning President Trump will actually do

03.01.2025 6

Katie Martin

Year in a word: Memecoin

The crypto craze celebrates the silliness of digital assets linked to the ephemera of social media

23.12.2024 9

Katie Martin

Investors only have themselves to blame as Jay Powell steals Christmas

The Fed chair’s apparent cooling on further interest rate cuts has gone down badly with markets

19.12.2024 8

Katie Martin

Investors need to keep an eye on Ukraine

Now is the time for money managers to at least think about how they would respond if peace broke out

10.12.2024 5

Katie Martin

AI stocks: what if this time it really is different?

Some investors worry we’re in bubble territory, but others think a new paradigm has arrived

26.11.2024 7

Katie Martin

Bitcoin’s big bang moment is impossible to ignore

The post-election excitement around crypto comes down to vibes and vision

13.11.2024 20

Katie Martin

Markets called Trump right — but what do they do now?

The bond vigilantes have woken up and taken note of the former president’s big win

06.11.2024 5

Katie Martin

The Fed should beware declaring the war on inflation over prematurely

Wobbles in the bond market suggest investors think the US central bank turned too dovish too soon

15.10.2024 4

Katie Martin

The market reaction to global tensions might not follow the old script

Even the dollar, which usually surges at times of geopolitical crisis, is showing only a modest pick-up

02.10.2024 3

Katie Martin

Market speculation about the next Fed rate cut masks deeper issues

Even so, perma-critics of the US central bank are cracking their knuckles in anticipation

17.09.2024 10

Katie Martin

Europe’s failure to keep pace on corporate bonds is baked in

Part of the problem is that investors on the continent just aren’t interested in small deals

04.09.2024 4

Katie Martin

Whatever happened to the wisdom of the bond market?

This supposedly brainy sector has been displaying memestock-like tendencies for a while now

21.08.2024 5

Categories

Sources

Popular

Bond markets are winning the Budget stand-off

Katie Martin

Bubble-talk is breaking out everywhere

Katie Martin

Brace for a market melt-up

Katie Martin

RIP to safe havens

Katie Martin

How worried should we be about the crypto crush?

Katie Martin

Brace for the Fed’s Maga makeover

Katie Martin

Investors are frogs in a Trumpian pot

Katie Martin

Trump’s Fed pantomime is not amusing investors

Katie Martin

The double-edged sword of a strong euro

Katie Martin

Markets should watch out for the summer fling

Katie Martin

Dollar weakness is turning all fund managers into currency traders

Katie Martin

The bond vigilantes are on the prowl

Katie Martin

Investors ask ‘what next’ as the American fever breaks

Katie Martin

What the US stands to lose from a dented dollar

Katie Martin

Advice to shell-shocked Americans from Brexit Britain

Katie Martin

Trump has added a political risk premium to US assets

Katie Martin

Markets could get a lot worse — and quickly

Katie Martin

Stop trying to make stock vigilantes happen

Katie Martin

Investors dare to imagine a world beyond the dollar

Katie Martin

Trump’s freewheeling disruption could extend to the dollar

Katie Martin

Bond vigilantes are overexcited (again)

Katie Martin

This will be the year of investing dangerously

Katie Martin

Year in a word: Memecoin

Katie Martin

Investors only have themselves to blame as Jay Powell steals Christmas

Katie Martin

Investors need to keep an eye on Ukraine

Katie Martin

AI stocks: what if this time it really is different?

Katie Martin

Bitcoin’s big bang moment is impossible to ignore

Katie Martin

Markets called Trump right — but what do they do now?

Katie Martin

The Fed should beware declaring the war on inflation over prematurely

Katie Martin

The market reaction to global tensions might not follow the old script

Katie Martin

Market speculation about the next Fed rate cut masks deeper issues

Katie Martin

Europe’s failure to keep pace on corporate bonds is baked in

Katie Martin

Whatever happened to the wisdom of the bond market?

Katie Martin