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MarketsFinancial Times |
The same people are gnashing the same teeth and making the same arguments
As Japan’s central bank tightens monetary policy, investors who leveraged its currency for higher yields may be forced into a sell-off
A single factor is now dictating the hierarchy of global returns
Betting on US equity has been staggeringly lucrative for the rest of the world, but it is now far more exposed to a market crash
AI, clean energy and defence spending are reinforcing each other, amplifying potential spend
It’s not much stronger now than it was during the dotcom boom
A belief in resilience underwritten by big lasting state support is keeping stocks high
Markets have shrugged off everything from geopolitics to financial crises
The chaos of the Iran war will have long-term consequences for investors and the dollar
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