|
Katie MartinFinancial Times |
The Fed chair’s apparent cooling on further interest rate cuts has gone down badly with markets
Now is the time for money managers to at least think about how they would respond if peace broke out
Some investors worry we’re in bubble territory, but others think a new paradigm has arrived
The post-election excitement around crypto comes down to vibes and vision
The bond vigilantes have woken up and taken note of the former president’s big win
Wobbles in the bond market suggest investors think the US central bank turned too dovish too soon
Even the dollar, which usually surges at times of geopolitical crisis, is showing only a modest pick-up
Even so, perma-critics of the US central bank are cracking their knuckles in anticipation
Part of the problem is that investors on the continent just aren’t interested in small deals
This supposedly brainy sector has been displaying memestock-like tendencies for a while now
The link between the yen and Silicon Valley stocks seems more than a coincidence
A second term for the former president would probably reverberate more in markets outside the US
Stasis, squabbling and posturing mean results may be more a surprise in style than substance
The story of stocks this year is unambiguously sparkly but the mood is fragile
Global demand for the US currency remains extremely robust while appetite for the renminbi has soured
The stakes of US fiscal policy are too high
New research suggests that their green commitments are not necessarily paying off yet
In today’s climate, public markets do not provide enough diversification
We are trapped in old ways of thinking about inflation
The world’s wildest market is borrowing the trappings of venerable institutions
Asset managers will struggle to adjust to the T 1 slashing of settlement time
A rival analysis to long-held practices suggests we should ditch bonds and stick to stocks
A hawkish tone from the country’s central bank — and from New Zealand — signals that movement could still be up not down
Meta’s move to start the payouts could signal an upcoming switch in investor mindset
Stocks are hitting all-time highs but even the irrepressible optimists are getting twitchy
New research bolsters the view that it is undermining the efficient markets hypothesis
Some element of top-heaviness is usual in US equities, but this clutch of big tech names has taken that to new extremes