AI-related borrowing has become big enough to reprice long-dated bond markets, say analysts.
Read more … →Under-50s drove August's jump in sentiment, a pattern tracking politics since the 2024 election.
Read more … →July's borrowing overshoot hardens expectations that October's Budget will demand difficult choices, economists say.
Read more … →The global rise in long-dated bond yields is not a buyers' strike, says Julius Baer.
Read more … →The UK labour market's stabilisation can extend, with Friday's PMIs the next test, say analysts.
Read more … →The Bank of England has not moved its benchmark rate since last year, but something significant has shifted inside the Monetary Policy Committee.
Read more … →Exchange rates rarely, if ever, move for just one reason. And if you trade GBP/EUR, recent market action has already delivered this reminder.
Read more … →