MARKETS / COVER STORY
Global markets reset as rate expectations shift
Investors are recalibrating portfolios as bond yields and policy expectations move in opposite directions.
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Latest intelligence
Updated 12:03 AM
COMMODITIES · Sep 22
Oil markets brace for a new supply equation
Producers, refiners, and traders are recalculating balances as supply discipline meets uneven global demand.
MARKETS · Sep 22
Small-cap stocks return to the investor watchlist
Improving breadth and more attractive valuations are drawing attention beyond the largest index constituents.
CURRENCIES · Sep 22
The dollar faces a test from shifting rate gaps
Foreign-exchange markets are responding to diverging policy expectations across the world’s major economies.
TECHNOLOGY · Sep 21
Cloud spending accelerates into the second half
Enterprise technology budgets are proving more resilient as artificial intelligence moves from pilots to production.
BANKING · Sep 21
European banks find room to surprise
Stronger balance sheets and durable net interest income are changing the earnings debate around European lenders.
COMMODITIES · Sep 21
Copper demand meets a slow supply response
Electrification is lifting long-run demand expectations while new mines remain difficult and expensive to build.
FIXED INCOME · Sep 21
What the yield curve is signaling now
The shape of the curve is changing again, offering clues about growth expectations, liquidity, and policy risk.
ECONOMY · Sep 20
Consumer resilience hides a widening divide
Headline spending remains firm, but household balance sheets show increasingly different realities across income groups.
TECHNOLOGY · Sep 20
Semiconductor earnings raise the bar
Chipmakers continue to post strong growth, leaving investors focused on guidance, margins, and the durability of demand.
FIXED INCOME · Sep 20
Private credit enters a more selective phase
Rapid growth has expanded opportunity, but underwriting quality is becoming the defining issue for private lenders.
BEYOND THE HEADLINES
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FEATURED
Global markets reset as rate expectations shift
Investors are recalibrating portfolios as bond yields and policy expectations move in opposite directions.
FEATURED
The AI infrastructure trade enters its next chapter
Capital spending is broadening beyond chips as data centers, networking, and power become the next bottlenecks.
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Five signals credit investors are watching now
Spreads remain tight, but refinancing conditions and default dispersion are creating selective opportunities.
FEATURED
Oil markets brace for a new supply equation
Producers, refiners, and traders are recalculating balances as supply discipline meets uneven global demand.
FEATURED
The dollar faces a test from shifting rate gaps
Foreign-exchange markets are responding to diverging policy expectations across the world’s major economies.
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