Analysis: Interest Rates

The Takaichi trade makes a comeback

A look at the day ahead in European and global markets from Wayne Cole. The Takaichi trade has been in full swing since the Liberal Democratic Party did a deal with the Japan Innovation...

IMF chief hopes for US-China rare earths deal to avoid 'material impact' on global economy

WASHINGTON -International Monetary Fund Managing Director Kristalina Georgieva said on Friday she was hoping for an agreement between the U.S. and China that avoids a cutoff in the flow of rare...

Bessent urges IMF, World Bank to take tougher stance on China's economic practices

WASHINGTON -U.S. Treasury Secretary Scott Bessent on Friday gave specific marching orders for the International Monetary Fund and World Bank to take tougher stances on China's state-driven economic...

Regionals spoil the banking party

NEW YORK -Making sense of the forces driving global marketsBy Alden Bentley, Editor in Charge, Americas Finance and Markets        Jamie is enjoying some well-deserved time-off, but the Reuters...

AI fizzes and banks are buoyant

What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets A combination of ongoing optimism over the AI boom, impressive U.S. bank...

News overload splits markets

A look at the day ahead in European and global markets from Kevin Buckland With this much newsflow, it's hard for investors to know where to look. As a result, investors...

Trading Day: Risk on, or off? It's trade vs earnings

NEW YORK -Making sense of the forces driving global markets By Alden Bentley, Editor in Charge, Americas Finance and Markets Jamie McGeever is enjoying some well-deserved...

China to keep its 'all about production' economic playbook as rivalry with US intensifies

SINGAPORE/BEIJING -China's Communist Party meets this month to map a five-year vision that prioritises high-tech manufacturing in its quest to upgrade its sprawling industries and project global...

Fed back on centre stage, for now

A look at the day ahead in European and global markets from Rae Wee Investors have chosen, at least for now, to look past simmering U.S.-China trade tensions, taking comfort instead from...

IMF lifts growth outlook on more benign tariffs as revived US-China trade war looms

WASHINGTON -The International Monetary Fund edged up its 2025 global growth forecast on Tuesday as tariff shocks and financial conditions have proven more benign than expected, but warned that a...

Volatility builds as AI jockeys with trade

What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets Wall Street's 'fear gauge' of implied stock market volatility touched its...

Dancing ship-to-ship

A look at the day ahead in European and global markets from Gregor Stuart Hunter: Container ports are the new economic battlegrounds. As negotiations between the U.S. and China...

Banks set to open earnings floodgate with Powell on tap

NEW YORK -TRADING DAY Making sense of the forces driving global markets Jamie McGeever is enjoying some well-deserved time off, but the Reuters markets team will still...

Developing nations rack up $3.9 billion in net debt payments to China a year, study finds

JOHANNESBURG -Developing nations are now paying more to service debt owed to China than they receive in new loans, a shift that risks deepening economic strain and slowing climate investment, a...

Bubble, bubble toil and trouble

LONDON -By Anna Szymanski, ROI Editor-in-Charge, and the ROI team  Hello Morning Bid readers!  Warnings about a stock market bubble grew louder this week, with the Bank...

Market analysts reaction to Japan's ruling coalition split

SINGAPORE -Japan's ruling coalition broke up on Friday, with junior partner Komeito rebelling against the Liberal Democratic Party's new hardline leader Sanae Takaichi in a move that cast doubt over...

Stocks pause as bubble warnings mount

LONDON -What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets World stocks and gold paused their latest steep rally on Thursday...

IMF chief says global economy doing 'better than feared,' downside risks dominate

WASHINGTON -The world economy has proven more resilient than expected despite acute strains from multiple shocks, the head of the International Monetary Fund said on Wednesday, forecasting only a...

AI and deals fizz drown out politics

LONDON -What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets World stock markets cooled a touch on Tuesday after another...