August brought some welcome relief for investors. US stocks hit fresh record highs around the middle of the month, Nvidia's earnings gave the AI trade a lift, and bitcoin clambered above $80,000 for the first time since May.
Bond investors had a rougher ride, though: a sharp
Our analyst @Reda_Farran just published a great piece unpacking what’s driving the latest selloff, exploring what it could mean for investors, and laying out a smart, diversified portfolio designed to capitalize on today’s higher yields while limiting the downside if yields climb
There’s A Silver Lining To The Bond Market Selloff
The government bond market is supposed to be one of the sleepier corners of finance. Lately, though, it’s been anything but.
Bond prices have tumbled, pushing government bond yields to multi-decade highs in many parts of the
What you need to know about markets today 👇
1️⃣ Two US companies postponed their IPOs this week, adding to an unusually quiet September for new listings. Higher rates and shaky recent debuts are making companies cautious – while Anthropic’s potentially massive IPO threatens to
Meta’s new AI agent, Muse, has investors wondering whether “consumer inertia” is about to get a lot less profitable.
The idea is simple: plenty of businesses make money because customers stick with the same bank, insurer, telecom provider, streaming service, or travel platform,
This Little-Known Theory Will Turn Your Inflation World Upside-Down
Central banks and interest rates can influence inflation in the short term.
But, according to a little-known theory, government debt – and whether the public expects it to be repaid – determines its path over
