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UK government bond yields have pushed higher this month as markets have digested a building political crisis, with the prime minister, Sir Keir Starmer, now set to face a Labour Party leadership co...
• In the absence of adecisive diplomatic progress, markets are swinging between worry and renewed optimism. The high volatility in interest rates reflects uncertainty over the trajectory of pric...
U.K. yields are paying a political risk premium.
Today’s AI financing wave looks more disciplined than past infrastructure investment booms, yet it still demands selectivity.
In this Economics Weekly, Richard de Chazal looks at the U.S. consumer, with the view that they are still resilient, even as they face some headwinds. Simply put, this is not a consumer-driven reco...
Big benchmark bets can backfire. Lower-risk strategies may better showcase real stock-picking skill. Chasing performance by deviating from a benchmark has long been the hallmark of active managers....
2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have co...
The US and Japan continue to look less anchored than their peers, leaving them as key sources of uncertainty for global rates. This week’s Bond Bulletin discusses what sets these two markets apart.
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