Bond Investors Brace for Europes Defence Spending Bazooka
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Global stocks sell-off pauses as investors catch their breath
Tumbling stock markets and rallying Treasury bonds steadied somewhat in Europe on Tuesday, as a modicum of calm returned to markets after the previous day’s dramatic moves.NBC News - 2d -
China bond yields jump to three-month highs as investors pare rate cut expectations
Chinese government bond yields moved further away from January's historic lows amid optimism in the faltering economy and a stock market rally.CNBC - 3d -
No European defence without Germany
The rapid action by Friedrich Merz in the face of Donald Trump’s disruption highlights how the continent’s leaders need strategy as well as spendingFinancial Times - 5d -
Boosted defence spending will come at cost of manifesto pledges
Government should level with public about which promises it cannot afford to keepFinancial Times - 3d -
Bond rally fizzles despite cool CPI inflation reading. What that says about investors.
A fleeting reaction to a cooler-than-expected February inflation reading on Wednesday is a signal that investors are consumed by recession fears.MarketWatch - 1d -
Germany’s Greens vow to block Merz’s flagship spending package
Party officials reject €500bn infrastructure fund plan and change to debt borrowing rules to fund defence spendingFinancial Times - 3d -
Bond market strains intensify for Reeves as investors await OBR’s verdict
Fiscal watchdog’s preliminary forecasts based on UK borrowing costs exclude recent rise in gilt yieldsFinancial Times - 21h -
‘Game changer’: German spending plans lift bond market’s growth forecasts
Chancellor-in-waiting Merz’s promise to do ‘whatever it takes’ pushes Bund yields sharply higher in anticipation of more issuanceFinancial Times - 5d -
How Europe can take up America’s mantle
The continent is an economic superpower but it now has to mobilise in defence of democracyFinancial Times - 1d -
Why Poland is still pushing for more EU-wide defence funding ideas
Also in this newsletter: A fresh push to charge Europe’s chip industryFinancial Times - 1d -
Von der Leyen says €150bn defence loans should be spent in Europe
Funds to be used on weapons from EU and like-minded European nations such as UK, Norway and SwitzerlandFinancial Times - 2d -
IfW Kiel ties German growth forecast for 2026 to defence spending
Yahoo News - 5h -
Merz makes offer to Greens as he seeks to increase German defence spending
Chancellor-in-waiting attempting to garner support for fiscal rule changes before new parliament convenes. Germany’s would-be chancellor has attempted to win the support of the Greens for his ...The Guardian - 3h -
Short-term Treasury yields remain near mid-October lows as investors await CPI report and more tariff talks
Bond yields ended higher Tuesday as investors monitored the tariff front, awaited a key inflation report out Wednesday and stayed on guard about a slowing U.S. economy.MarketWatch - 1d -
US junk bonds slide as Trump’s tariffs spark economic worries
Premium investors’ demand to hold riskier debt jumps to highest level in six monthsFinancial Times - 12h -
Can the US switch off Europe’s weapons?
Long hooked on American defence exports, allies feel buyers’ remorse over hardware dependent on Washington supportFinancial Times - 4d -
Can Germany spend its way out of industrial decline?
Chancellor-to-be Friedrich Merz wants to expand investment in defence and infrastructure. The race to re-arm could be a much-needed boost for manufacturingFinancial Times - 5d -
Swamp Notes: Trump’s transatlantic divorce
Europe is learning to live without a US defence assurance. Could the split bring new life to the continent?Financial Times - 5d -
Keir Starmer defends planned welfare cuts to anxious Labour MPs
Prime minister wants to reform disability benefit payments to help fund greater spending on defenceFinancial Times - 2d -
Nvidia’s stock is rebounding, but the key to a real recovery may surprise investors
While Wall Street may be worried about the sustainability of AI spending, a BofA analyst thinks gross margins are more crucial to the stock trajectory.MarketWatch - 16h -
German Arms Maker Rheinmetall Has Record Sales in ‘Era of Rearmament’
Since the start of the war in Ukraine, the company moved quickly to meet Europe’s growing need for military spending.The New York Times - 1d -
Snyder's Soapbox: Time for ex-players like Barry Bonds to stop whining about the current era of baseball
Bonds recently claimed hitters have it easier in baseball nowadaysCBS Sports - 2d -
Nvidia’s stock has been ‘brutalized.’ Here’s the big disconnect.
Investors appear worried about the health of AI spending. But big AI customers don’t seem hesitant, an analyst notes.MarketWatch - 1d -
Americans should ‘absolutely not’ brace for recession despite bank warnings: Commerce secretary
In an exclusive interview with Meet the Press, Commerce Sec. Howard Lutnick says Americans should “absolutely not” brace for a recession amid warning signs from major banks like JP Morgan and ...NBC News - 4d -
California braces for powerful atmospheric river as study finds storms are getting worse
Authorities are preparing for flooding and debris flows after recent wildfires have stripped vegetation from hillsides. California is bracing for a powerful atmospheric river storm that is expected ...The Guardian - 22h -
Treasury yields fall as tariff fight intensifies and government shutdown looms
Bond yields turned lower Thursday, as investors faced the prospect of a potential U.S. government shutdown and Treasury Secretary Scott Bessent said the White House was more focused on the economy ...MarketWatch - 8m -
Dow plunges nearly 900 points amid recession fears
Fueled by a trade war and recession fears, the stock market suffered its worst day of 2025 on Monday after a massive sell-off with the Dow closing nearly 900 points down. Now, investors are bracing ...NBC News - 2d -
Canada braces for new leader: Here are Trudeau’s potential successors
Canada is bracing for Prime Minister Justin Trudeau’s successor, who will follow the Liberal Party leader who has led U.S.’s neighbor to the north since the Obama administration, The Associated ...The Hill - 3d -
U.K. braces for environmental impact as ships burn in North Sea after collision
British officials were bracing for environmental damage and seeking answers Tuesday after a cargo ship carrying a toxic chemical hit a tanker transporting jet fuel for the U.S. military off eastern ...NBC News - 2d -
Syrian defence ministry says military operation over and forces ‘paving way for life to return to normal’ – Middle East crisis live
Syria’s defence ministry spokesperson warns of further retribution against forces loyal to Assad. Syria ’s defence ministry has announced it has completed military operations to fight remnants of ...The Guardian - 3d -
Swedish Battery Maker Northvolt Collapses, a Blow to Europe
The company and its assets will be sold after it filed for bankruptcy in Sweden, sinking Europe’s best hope for competing against Asian rivals.The New York Times - 1d -
Trump’s Unpredictable Tariffs Cloud Europe’s Economic Outlook
The mood at a gathering of central bankers, economists and analysts in Europe was somewhat bewildered, as they assessed the unpredictability of trade policy and geopolitics.The New York Times - 1d -
Measles highest in 25 years in Europe, WHO says
Children under five constituted more than 40% of the cases reported in Europe and Central Asia last year.BBC News - 2h -
Europe Expected a Transactional Trump. It Got Something Else.
Europe had been banking on a United States that wanted to make a deal on tariffs and trade. With little progress in that direction, it’s reluctantly starting to hit back.The New York Times - 1h -
‘Nothing is off the table’ on EU defence funding, says Ursula von der Leyen
Commission president says ‘something fundamental’ has shifted and democracy and rule of law are under threat. “Nothing is off the table” when it comes to raising money for defence, the head of the ...The Guardian - 4d -
Trump 2.0 is leaving investors 'overwhelmed' — and strategists warn the volatility isn't over
Global markets have seen choppy trade as investors react to the U.S. President’s tariff policies.CNBC - 6d -
Gold price per ounce: Everything investors should know now
The price of gold per ounce has been steadily increasing. Here's what investors should be aware of now.CBS News - 2d -
Apple’s stock sees worst day since 2022. Here are 2 major worries for investors.
Investors are concerned about delayed AI features and the looming threat of tariffs.MarketWatch - 2d -
Blackhawks Spending $30 Million on Non-Roster Players
The Chicago Blackhawks are spending a ridiculous amount of money on players not currently on their roster this season. The team has gotten to this point from all different pathways.Yahoo Sports - 3d -
Treasury yields fall as investors weigh the state of the U.S. economy
U.S. Treasury yields inched lower on Monday as investors await a busy week of key economic data, and consider the state of the U.S. economy.CNBC - 3d
