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The challenge is no longer just how much debt the U.S. has, but how expensive it is becoming to finance it
Market impact likely hinges on the scale of oil-supply disruption
Years of overly loose fiscal policy have sent Japanese bond yields soaring. Increased volatility is here to stay.
Positioning portfolios for the next phase of market dispersion.
Increasingly, shrinking Eurozone spreads say less about European virtues and more about anxieties in many of the world’s other bond markets.
The real yen is trading close to historic lows. The reason lies less in interest-rate differentials than in three decades of persistent capital outflows.
The operating profits of the S&P 500 and overall economic profits are decoupling
By: Vincenzo Vedda
To participate in the expected performance of the yellow precious metal, investments in physical gold and gold mining shares appear equally suitable
Both political developments and structural tailwinds are breathing fresh life into the Japanese stock market
For over a decade, the S&P 500’s net income growth has outpaced Europe’s Stoxx 600. But signs of change are emerging beneath the surface.
Mexico in the spotlight: despite concerns ahead of last year’s U.S. elections, the peso has strengthened and local bonds have shone. What may be driving this resilience?
Cautiously optimistic: Our forecasts for the next 12 months
Silver hits record highs on industrial demand surge and supply squeeze
AI is driving earnings and markets. But after the rally, the risk-reward balance is becoming more demanding
How Italy and France appear to be switching positions when it comes to the respective riskiness of their government debt.
