Investors Bet Higher

Palantir becomes a ‘Trump trade’ as investors bet on higher defence spending

Peter Thiel-founded data company, whose biggest client is the US government, rises $23bn in value since election

World - Financial Times - 6 hours ago

Palantir becomes a ‘Trump trade’ as investors bet on higher defence spending

Peter Thiel-founded data company, whose biggest client is the US government, rises $23bn in value since election

Business - Financial Times - 6 hours ago

Investors are bracing for higher-for-even-longer interest rates

Friday’s stronger-than-expected economic data, combined with fresh remarks from Federal Reserve Chairman Jerome Powell on Thursday, were adding up to a shift in market participants’ thinking about ...

Business - MarketWatch - 4 days ago

Sunak accuses Reeves of breaking election promises on tax

Tory leader says Labour chancellor is ‘fiddling the fiscal rules’ in her first Budget

Business - Financial Times - October 30

Capital gains tax calculator: how are you affected?

UK chancellor Rachel Reeves has announced an immediate increase in her first Budget

Business - Financial Times - October 30

Verizon-Frontier deal goes to the wire as investors demand higher price

Telecoms group offered rich premium in $20bn deal but some shareholders may hold out for more

Business - Financial Times - November 8

Dollar weakens as investors rein in bets on Trump victory

Markets move after poll shows unexpected groundswell of support for Kamala Harris ahead of Tuesday’s election

Business - Financial Times - November 4

Here’s how ETF investors can lock in higher yields as Treasury rates jumped in October

Defined-maturity bond ladder ETFs could help investors lock in high yields and maturity dates to match their investment goals during periods of heightened market volatility.

Business - MarketWatch - October 31

Cryptocurrencies rise as investors brace for election results, bitcoin briefly tops $70,000

Cryptocurrencies were higher as investors looked forward to results from the U.S. presidential election.

Business - CNBC - November 5

Cornish miner hoping to capitalise on global race for lithium

Analysts expect supply deficit to develop as countries race to meet climate targets

World - Financial Times - October 27

Investors step up bets that US election will trigger market volatility

Jitters sweep through bond and currency markets before presidential vote

World - Financial Times - November 1

Ukraine’s bonds jump as investors bet Trump will end war

Rally in dollar debt is unlikely ‘Trump trade’ and comes just months after huge restructuring

World - Financial Times - 6 days ago

FirstFT: Republicans complete Congress sweep

Also in today’s newsletter, France boycotts COP29 and renowned conservative lawyer dies

World - Financial Times - 6 days ago

Election-betting odds are swaying some stock-market investors as Trump’s chances improve

Stock-market investors appear to be taking cues from shifts in betting markets that show a rising probability not only of Donald Trump winning the presidency on Nov. 5, but of Republicans also ...

Business - MarketWatch - October 24

Investors betting on Treasurys like it’s the 2016 election all over again could be making a big mistake

The market backdrop for this presidential election isn’t remotely like 2016, says Jamie Patton, co-head of global rates at TCW

Business - MarketWatch - October 31

Economists warn Trump’s policies will trigger inflation

US president-elect won on claims he could rid of high prices yet many analysts think he will do the opposite

World - Financial Times - November 6

How to devalue the dollar (a guide for Trump)

Greenback attack

World - Financial Times - November 6

Six cities, one question: is China’s property market turning a corner?

From Shanghai to Guangzhou and Beijing to Foshan, buyers and agents voice concerns ahead of next phase of stimulus

World - Financial Times - November 5

Indonesia steps up trade protectionism with Apple and Google phone bans

South-east Asia’s largest economy pushes foreign tech groups to invest locally or lose market access

World - Financial Times - November 5

Roche Increases Dividend on Higher Sales

Roche said it would increase its dividend after its hemophilia injection Hemlibra and multiple sclerosis treatment Ocrevus lifted sales in the first nine months of the year.

Business - The Wall Street Journal - October 23

10-year Treasury yield ends at three-month high on expectations for potential sweep by Republicans

Yields on U.S. government debt finished at their highest levels since July and August on Monday, as traders looked ahead toward a week of data on economic growth, inflation and the labor market.

Business - MarketWatch - October 28

Higher for longer no matter who’s in charge

The reasons we aren’t going back to a cheap money environment are structural

World - Financial Times - November 4

For Investors, What if This Time Is Different?

Disregarding politics has worked brilliantly in the United States for a century. But market history offers comfort only up to a point, our columnist says.

Business - The New York Times - October 27

How are investors preparing for the Budget?

Executives are seeking to minimise their exposure ahead of what could be the biggest tax-raising statement for a generation

Business - Financial Times - October 29

UK Budget as it happened: Rachel Reeves raises tax, spending and borrowing

Taxes rise as chancellor delivers the first Labour budget since 2010

Business - Financial Times - October 30

Tele2 Posts Higher Profits; Backs Targets

Tele2 reported a slightly higher third-quarter net profit, helped by growth in revenue from its core telecommunications services, though revenue and underlying earnings were a touch below ...

Business - The Wall Street Journal - October 22

Tesla Surprises Wall Street With Strong Third-Quarter Results

The robust performance comes after a tumultuous start to the year in which Tesla’s profit fell for two straight quarters.

Business - The Wall Street Journal - October 24

Working people will pay the price of higher taxes for employers

Increasing the burden on companies may not affect workers’ payslips today, but it won’t be long

World - Financial Times - October 30

Jobless claims inch higher in latest week

Claims tick up 3,000 to 221,000 after three weeks of declines

Business - MarketWatch - November 7

Vodacom Group Earnings Hit by Higher Costs

The mobile phone operator, majority-owned by Vodafone, reported a fall in net profit for the first half of the year as it booked a number of costs in its accounts.

Business - The Wall Street Journal - November 11

What to know about the inflation report.

A fresh Consumer Price Index report could show that inflation, much cooler than in 2022 and 2023, is not fully stamped out.

Top stories - The New York Times - 6 days ago

On Mysticism: The Experience of Ecstasy review – in the presence of a higher power

Philosopher Simon Critchley’s painstaking attempt to explore transcendent experience provides a fascinating overview of Christianity’s great outliers. I sometimes think of mysticism – the name we ...

World - The Guardian - 2 days ago

The valuation warning for Costco and other higher-rated stocks

When companies approach extreme price levels, gravity looms

World - Financial Times - 6 hours ago

Higher energy bills push UK inflation up to 2.3%

Energy bills will become the focus of many households with low temperatures and snow hitting parts of the UK.

Greeks go on general strike demanding higher pay

Ships docked at Greek ports, and railway and bus services were disrupted on Wednesday as workers joined a nationwide strike to demand higher pay.

Why investors are drawn to precious metals

There are multiple timely - and timeless - reasons why investors are drawn to precious metals. Here's what to know.

Investors should ignore the election noise

Longer-term equity, asset class and sector returns are not generally reflective of a presidency

World - Financial Times - November 4

Pending home sales took an unexpected leap higher last month, but rates have climbed back up

The average rate on the 30-year fixed mortgage was coming down all through August and touched its most recent low of 6.11% on Sept. 11.

Business - CNBC - October 30

Frontier's Second Biggest Investor Opposes Sale to Verizon

Frontier Communications’ second largest investor is the latest stakeholder to come out against the company’s proposed $9.6 billion acquisition by Verizon Communications.

Business - The Wall Street Journal - October 23

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