US bond yields rose to their highest since 20...

US and European equities rebounded yesterday as the absence of another energy spike supported sentiment. Strong US job gains and a firm ISM services reading eased growth concerns, reduced expectations for a July rate cut, and lifted major indices, with technology leading. The US ...  Show more

US and European stock markets fell further yesterday although some relief was provided by Trump’s promise to accompany vessels through the Strait of Hormuz. Both oil and the US dollar strengthened, but gold and silver fell, and overnight Asia’s stock markets suffered a bruising s ...  Show more

The US dollar has been on a tear, just reaching a six-month high. It might be a sign investors and traders are getting used to the idea that US interest rates will be “higher for longer.” Today on the show, we look at the greenback’s continuing strength and try to understand h ...

Rising stock prices and falling bond yields in the US have essentially neutralised the impact of the Federal Reserve’s interest rate rises, western oil and gas majors are expected to face renewed scrutiny of their energy transition plans, and China’s metals and mining investme ...

The 10- and 30- year Treasury yields just hit their highest levels since 2007, sending prices down. And at the same time, equities moved in the same direction. That’s not supposed to happen. Today on the show, we try to figure out what is happening and why. Also we short our p ...

Today Jack Farley welcomes two financial heavyweights who, in Jack’s view, have predicted and understood this year’s sell-off in bonds more accurately and clearly than anyone else in finance: Harley Bassman, founder of the MOVE Index and managing partner at Simplify Asset Managem ...  Show more