Tag: Finance
Why global bond markets are convulsing
Almost everywhere, government-bond yields are rising fast. Those on ten-year American Treasury bonds are almost 5%. German bunds now offer 2.6%, up from...
Europe could be torn apart by new divisions
Europe’s divisions were once simple. Fiscal policy and sunshine? That was a north-south carve-up: grey, abstemious north; sparkling, spendthrift south. Migration and wealth?...
How corporate bonds fell out of fashion
There are normally few thrills to be had from investment-grade bonds, which is just the way it should be. After all, this is...
An American purchase of Greenland could be the deal of the...
Although America has a history of taking a commercial approach to international relations, purchases are rarely made without controversy. When Thomas Jefferson bought...
China’s markets take a fresh beating
As Chinese markets came crashing down at the start of 2025, a joke circulated among investors: “What is the most valuable asset in...
Chinese markets suffer a dismal start to the year
As Chinese markets came crashing down at the start of 2025, a joke circulated among investors: “What is the most valuable asset in...
Can America’s economy cope with mass deportations?
When Donald Trump takes office on January 20th, deportations will be a priority. The president-elect has promised the biggest removals in American history,...
Would an artificial-intelligence bubble be so bad?
A little over a decade ago Seth Klarman, a hedge-fund titan, worried that an asset-price bubble was emerging. He identified Tesla as one...
Will Elon Musk dominate President Trump’s economic policy?
To get a full sense of the disruptive potential of Donald Trump’s economic agenda, look beyond the limelight hogged by Elon Musk to...
What investors expect from President Trump
For investors who bought on the rumour, it is nearly time to sell on the news. They have spent months gripped by uncertainty...
