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The bond market may be at risk from inflationary forces beyond the Fed’s control
Investors remain nervous about upside risks to inflation, such as the outcome of the Nov. 5 presidential election, that haven’t been priced into the bond market — and which policymakers may not be ...Business - MarketWatch - October 15 -
Why the bond market may have it entirely backwards on Trump and Harris
A reduction in labor supply would weigh on the U.S. economy, and impact the bond market.Business - MarketWatch - October 31 -
Harris and Trump command the market’s attention — but Jerome Powell may steal the spotlight
Investors are anxious about the possibility that it could take days, or even weeks, for the results of this week’s presidential and congressional races to be known. But Tuesday’s vote is hardly the ...Business - MarketWatch - November 3 -
Foreign investors fear India’s stock market boom may be over
International investors pull out more than $10bn from Indian stocks as indices record largest fall since March 2020Business - Financial Times - November 4 -
Dow soars as these areas are ‘likely market winners’ of potential Republican sweep
Stocks surged Wednesday after Donald Trump won the U.S. election.Business - MarketWatch - 5 days ago -
Fate of postelection stock-market rally may be in the hands of bond traders
Stock investors absorbed a sharp midweek, postelection spike in Treasury yields and sent equities to record highs on Friday. Now the question is whether they can endure a further climb in ...Business - MarketWatch - 2 days ago -
A French crypto whale backing Trump may be moving markets many times its size
There’s something funny going on in betting markets that seems to be leaking out into banking stocks, the dollar and Treasury yields.Business - MarketWatch - October 18 -
AMD’s stock stands out from other AI names. What that may say about the market.
AMD’s stock is the only one of select AI names with a lower forward multiple now than its five-year average.Business - MarketWatch - October 21 -
Why U.S. stock market’s slump on rising Treasury yields may be short-lived
The U.S. stock market appears to be taking a breather from setting fresh highs as interest rates in the bond market climb, leaving the S&P 500 sharply lower Wednesday.Business - MarketWatch - October 23 -
40% of investors are considering this money move after the election: It may cost them 'really great gains,' says market strategist
Making decisions about your portfolio based on the election will likely cost you, experts say. Here's how to keep anxiety from hurting your finances.Business - CNBC - November 5 -
Dodgers vs Yankees: Which World Series winner could rally the U.S. stock market? Here’s what history may suggest.
Does the World Series have an impact on stocks — or even presidential elections?Business - MarketWatch - October 23 -
To Whom It May Concern
Some tips for whoever ends up winning.Top stories - The New York Times - 6 days ago -
The inflation risk for emerging markets
Fiscal indiscipline looms as the biggest threat after central bank battles to slow rising pricesWorld - Financial Times - October 15 -
Emerging markets are having a moment
US interest rate cuts spur reassessment of asset class and bolster its allureBusiness - Financial Times - October 18 -
ESG Roundup: Market Talk
Find insight on energy demand in Southeast Asia, Australia’s net zero target and more in the latest Market Talks covering ESG Impact Investing.Business - The Wall Street Journal - October 22 -
A November Surprise That’s Jostling the Markets
The dollar, Treasury yields and crypto currencies have fallen, reversing some elements of the so-called Trump trade after an unexpected poll result.Business - The New York Times - November 4 -
Democrats are nervous — and Harris may be OK with that
Democrats are notoriously quick to worry and slow to appease.Top stories - NBC News - October 17 -
Basic Materials Roundup: Market Talk
Find insight on Mondi, BHP, International Paper and more in the latest Market Talks covering Basic Materials.Business - The Wall Street Journal - October 17 -
Health Care Roundup: Market Talk
Find insights on UnitedHealth Group, Walgreens Boots Alliance, Zealand Pharma’s Petrelintide, and more in the latest Market Talks covering the Health Care sector.Business - The Wall Street Journal - October 15 -
Energy & Utilities Roundup: Market Talk
Find insight on Woodside Energy, Mercury NZ, Contact Energy and more in the latest Market Talks covering Energy and Utilities.Business - The Wall Street Journal - October 17 -
Financial Services Roundup: Market Talk
Find insight on Hong Kong Exchanges & Clearing, St. James’s Place, Man Group and more in the latest Market Talks covering Financial Services.Business - The Wall Street Journal - October 17 -
Auto & Transport Roundup: Market Talk
Find insight on Uber, CSX and more in the latest Market Talks covering the Auto and Transport sector.Business - The Wall Street Journal - October 17 -
Basic Materials Roundup: Market Talk
Find insight on Fresnillo, Akzo Nobel, Kumho Petrochemical and more in the latest Market Talks covering Basic Materials.Business - The Wall Street Journal - October 23 -
Financial Services Roundup: Market Talk
Find insight on Man Group, Kasikornbank, Swedbank and more in the latest Market Talks covering Financial Services.Business - The Wall Street Journal - October 23 -
Energy & Utilities Roundup: Market Talk
Find insight on Whitecap Resources, Worley, Iberdrola and more in the latest Market Talks covering Energy and Utilities.Business - The Wall Street Journal - October 23 -
London pushes into a new immersive market
Theatrical venture draws on city’s tradition to extend light shows beyond artBusiness - Financial Times - October 22 -
Auto & Transport Roundup: Market Talk
Read about transborder freight between the U.S. and Canada and Mexico, Frontier Airlines, Spirit Airlines and more in the latest Market Talks covering the Auto and Transport sector.Business - The Wall Street Journal - October 23 -
Energy & Utilities Roundup: Market Talk
Find insight on S-Oil, Strike Energy, Karoon Energy and more in the latest Market Talks covering Energy and Utilities.Business - The Wall Street Journal - October 25 -
Basic Materials Roundup: Market Talk
Find insight on copper mines in the Democratic Republic of Congo, Whitehaven, Regis Resources and more in the latest Market Talks covering Basic Materials.Business - The Wall Street Journal - October 25 -
Financial Services Roundup: Market Talk
Find insight on Close Brothers, Intesa Sanpaolo, Bank Central Asia and more in the latest Market Talks covering Financial Services.Business - The Wall Street Journal - October 25 -
Auto & Transport Roundup: Market Talk
Read about UPS, Spirit Airlines, Norwegian Air and more in the latest Market Talks covering the Auto and Transport sector.Business - The Wall Street Journal - October 25 -
Is the US jobs market still booming?
Market Questions is the FT’s guide to the week aheadWorld - Financial Times - October 27 -
Auto & Transport Roundup: Market Talk
Find insight on ArcBest, Air Canada and more in the latest Market Talks covering the auto and transport sector.Business - The Wall Street Journal - November 1 -
Basic Materials Roundup: Market Talk
Find insight on Gold Road Resources, Mineral Resources, Capricorn Metals and more in the latest Market Talks covering Basic Materials.Business - The Wall Street Journal - October 31 -
Energy & Utilities Roundup: Market Talk
Find insight on Exxon, Enbridge and more in the latest Market Talks covering Energy and Utilities.Business - The Wall Street Journal - November 1 -
Financial Services Roundup: Market Talk
Find insight on Brookfield, Secure Trust Bank and more in the latest Market Talks covering Financial Services.Business - The Wall Street Journal - November 1 -
The Other Trump Trade That Worries Markets
Robert Lighthizer, who was a huge influence on Donald Trump’s protectionist trade policy, is again a candidate for a top role if the Republican wins next week.Business - The New York Times - October 31